Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735B
AUM Growth
+$3.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1 +$2.2B
2 +$1.92B
3 +$1.89B
4
DE icon
Deere & Co
DE
+$1.58B
5
ABBV icon
AbbVie
ABBV
+$1.53B

Top Sells

1 +$4.41B
2 +$3.87B
3 +$3.42B
4
BLK icon
Blackrock
BLK
+$2.7B
5
AMZN icon
Amazon
AMZN
+$2.23B

Sector Composition

1 Technology 25.99%
2 Financials 13.38%
3 Healthcare 13.1%
4 Consumer Discretionary 12.38%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FERG icon
426
Ferguson
FERG
$52.3B
$44.4M 0.01%
199,481
+1,049
AAON icon
427
Aaon
AAON
$8.26B
$44.3M 0.01%
580,774
+51,428
ALHC icon
428
Alignment Healthcare
ALHC
$3.85B
$44.2M 0.01%
+2,238,147
BRX icon
429
Brixmor Property Group
BRX
$9.28B
$43.4M 0.01%
1,655,326
OKTA icon
430
Okta
OKTA
$12.8B
$43.2M 0.01%
500,000
-5,607
VFC icon
431
VF Corp
VFC
$7.6B
$43M 0.01%
2,380,695
RSKD icon
432
Riskified
RSKD
$684M
$41.3M 0.01%
8,313,598
AMCR icon
433
Amcor
AMCR
$22.4B
$40.8M 0.01%
978,744
+68,470
LOAR icon
434
Loar Holdings
LOAR
$6.63B
$40.8M 0.01%
600,000
NYAX
435
Nayax
NYAX
$1.89B
$40.5M 0.01%
800,052
-274,948
OSK icon
436
Oshkosh
OSK
$10.6B
$38.2M 0.01%
304,062
-205
KVYO icon
437
Klaviyo
KVYO
$5.31B
$37.3M 0.01%
+1,147,935
RPC
438
Ridgepost Capital
RPC
$884M
$37.2M 0.01%
3,790,553
+1,246,405
APAM icon
439
Artisan Partners
APAM
$2.84B
$37.1M 0.01%
910,522
+67,074
FDP icon
440
Fresh Del Monte Produce
FDP
$2.05B
$36.6M 0.01%
1,028,000
OKLO
441
Oklo
OKLO
$9.84B
$36.3M ﹤0.01%
505,938
+24,923
RH icon
442
RH
RH
$3.11B
$36.1M ﹤0.01%
201,734
SPY icon
443
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$36.1M ﹤0.01%
52,566
+10,917
BIL icon
444
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.1B
$34.9M ﹤0.01%
381,762
+99,718
WGO icon
445
Winnebago Industries
WGO
$1.13B
$34.5M ﹤0.01%
850,825
MGRC icon
446
McGrath RentCorp
MGRC
$2.73B
$33.7M ﹤0.01%
321,100
+26,564
BZH icon
447
Beazer Homes USA
BZH
$755M
$33.6M ﹤0.01%
1,659,813
AA icon
448
Alcoa
AA
$16.1B
$32.5M ﹤0.01%
611,995
MUSA icon
449
Murphy USA
MUSA
$7.24B
$32.1M ﹤0.01%
79,625
-109,039
NP
450
Neptune Insurance Holdings
NP
$2.87B
$32.1M ﹤0.01%
+1,100,500