Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.

This Quarter Est. Return
1 Year Est. Return
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.75B
2 +$2.94B
3 +$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1 +$3.78B
2 +$3.59B
3 +$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.43%
2 Financials 14.34%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOAR icon
401
Loar Holdings
LOAR
$6.42B
$51.7M 0.01%
600,000
ACLX icon
402
Arcellx
ACLX
$5.05B
$51.6M 0.01%
783,011
+73,637
SLNO icon
403
Soleno Therapeutics
SLNO
$2.54B
$51.5M 0.01%
614,833
+150,000
AU icon
404
AngloGold Ashanti
AU
$40.7B
$51.4M 0.01%
+1,127,143
BV icon
405
BrightView Holdings
BV
$1.16B
$51.2M 0.01%
+3,072,555
MBUU icon
406
Malibu Boats
MBUU
$489M
$50.9M 0.01%
1,622,920
PAGS icon
407
PagSeguro Digital
PAGS
$2.74B
$50.5M 0.01%
5,242,200
APG icon
408
APi Group
APG
$15.6B
$50.4M 0.01%
1,480,362
+78,724
OKTA icon
409
Okta
OKTA
$14.8B
$50.3M 0.01%
503,474
+2,473
SKY icon
410
Champion Homes
SKY
$4.44B
$50.1M 0.01%
800,000
-2,016,928
NMIH icon
411
NMI Holdings
NMIH
$2.86B
$48.5M 0.01%
1,150,000
BEKE icon
412
KE Holdings
BEKE
$18.8B
$47.4M 0.01%
2,672,565
-6,105,467
RDN icon
413
Radian Group
RDN
$4.78B
$47.3M 0.01%
1,314,084
+75,363
JHG icon
414
Janus Henderson
JHG
$6.76B
$46.6M 0.01%
1,200,041
MRP
415
Millrose Properties Inc
MRP
$5.19B
$46.6M 0.01%
1,634,314
ROAD icon
416
Construction Partners
ROAD
$5.95B
$46.1M 0.01%
433,663
+30,734
CCOI icon
417
Cogent Communications
CCOI
$819M
$46.1M 0.01%
955,288
ABCL icon
418
AbCellera Biologics
ABCL
$1.08B
$45.8M 0.01%
13,361,096
LKQ icon
419
LKQ Corp
LKQ
$8.02B
$45.7M 0.01%
1,234,748
+129,757
MARA icon
420
Marathon Digital Holdings
MARA
$4.83B
$45.6M 0.01%
2,910,967
+829,046
MC icon
421
Moelis & Co
MC
$4.66B
$44.8M 0.01%
719,000
MSCI icon
422
MSCI
MSCI
$43.1B
$44.6M 0.01%
+77,325
VNT icon
423
Vontier
VNT
$5.26B
$44.4M 0.01%
1,202,763
+68,180
BWIN
424
Baldwin Insurance Group
BWIN
$1.99B
$43.2M 0.01%
+1,009,949
BRX icon
425
Brixmor Property Group
BRX
$8.09B
$43.1M 0.01%
1,655,326
+1,132,613