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
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$3.15B
2 +$2.82B
3 +$2.52B
4
SO icon
Southern Company
SO
+$2.42B
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.9B

Top Sells

1 +$4.19B
2 +$3.08B
3 +$2.03B
4
NVDA icon
NVIDIA
NVDA
+$1.5B
5
AMZN icon
Amazon
AMZN
+$1.41B

Sector Composition

1 Technology 26.71%
2 Financials 14.01%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KSPI icon
426
Kaspi.kz JSC
KSPI
$14.6B
$46.3M 0.01%
566,450
+121,970
BRX icon
427
Brixmor Property Group
BRX
$7.98B
$45.8M 0.01%
1,655,326
MYRG icon
428
MYR Group
MYRG
$3.42B
$45.6M 0.01%
219,175
FERG icon
429
Ferguson
FERG
$45.2B
$44.6M 0.01%
198,432
-497,472
NMIH icon
430
NMI Holdings
NMIH
$3.08B
$44.1M 0.01%
1,150,000
CRCL
431
Circle Internet Group
CRCL
$17.8B
$42.3M 0.01%
318,817
-2,051
SRRK icon
432
Scholar Rock
SRRK
$4.61B
$42M 0.01%
1,128,752
ELAN icon
433
Elanco Animal Health
ELAN
$10.8B
$41.9M 0.01%
2,078,888
+78,888
RH icon
434
RH
RH
$3.07B
$41M 0.01%
201,734
BZH icon
435
Beazer Homes USA
BZH
$665M
$40.7M 0.01%
1,659,813
INTU icon
436
Intuit
INTU
$182B
$40M 0.01%
+58,611
ICLR icon
437
Icon
ICLR
$14.1B
$40M 0.01%
+228,384
OSK icon
438
Oshkosh
OSK
$8.22B
$39.5M 0.01%
304,267
+1,622
RSKD icon
439
Riskified
RSKD
$743M
$38.9M 0.01%
8,313,598
KALV icon
440
KalVista Pharmaceuticals
KALV
$854M
$38.7M 0.01%
3,177,587
AMCR icon
441
Amcor
AMCR
$19B
$37.2M 0.01%
+4,551,370
CMPO icon
442
CompoSecure Inc
CMPO
$2.48B
$37.2M 0.01%
1,786,525
SITM icon
443
SiTime
SITM
$9.48B
$37.1M 0.01%
123,011
LKQ icon
444
LKQ Corp
LKQ
$7.81B
$37M 0.01%
1,212,234
-22,514
CXT icon
445
Crane NXT
CXT
$2.85B
$36.9M 0.01%
550,000
APAM icon
446
Artisan Partners
APAM
$2.92B
$36.6M 0.01%
843,448
-499,389
ETOR
447
eToro Group
ETOR
$3.06B
$36.2M ﹤0.01%
877,969
+289,719
FDP icon
448
Fresh Del Monte Produce
FDP
$1.84B
$35.7M ﹤0.01%
1,028,000
BWIN
449
Baldwin Insurance Group
BWIN
$1.7B
$35.5M ﹤0.01%
1,259,949
+250,000
FLY
450
Firefly Aerospace
FLY
$3.24B
$35.3M ﹤0.01%
+1,205,209