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
CMA icon
426
Comerica
CMA
$9.98B
$42.1M 0.01%
706,621
-2,077
DINO icon
427
HF Sinclair
DINO
$9.94B
$42M 0.01%
1,022,000
RSKD icon
428
Riskified
RSKD
$783M
$41.5M 0.01%
8,313,598
WSC icon
429
WillScot Mobile Mini Holdings
WSC
$3.14B
$41.1M 0.01%
1,500,000
HALO icon
430
Halozyme
HALO
$8.37B
$40.7M 0.01%
782,004
+33,774
ALIT icon
431
Alight
ALIT
$1.19B
$40.3M 0.01%
7,118,911
-30,086
FRPT icon
432
Freshpet
FRPT
$2.61B
$40M 0.01%
588,829
SRRK icon
433
Scholar Rock
SRRK
$2.89B
$40M 0.01%
1,128,752
MYRG icon
434
MYR Group
MYRG
$3.41B
$39.8M 0.01%
219,175
AMP icon
435
Ameriprise Financial
AMP
$42.7B
$39.3M 0.01%
73,627
+4,233
ETOR
436
eToro Group
ETOR
$3.29B
$39.2M 0.01%
+588,250
AVY icon
437
Avery Dennison
AVY
$13.6B
$39M 0.01%
222,349
+435
BE icon
438
Bloom Energy
BE
$24.5B
$39M 0.01%
+1,630,910
ATS icon
439
ATS Corp
ATS
$2.6B
$38.1M 0.01%
1,196,000
RH icon
440
RH
RH
$2.97B
$38.1M 0.01%
+201,734
KSPI icon
441
Kaspi.kz JSC
KSPI
$14.2B
$37.7M 0.01%
444,480
+1,741
BZH icon
442
Beazer Homes USA
BZH
$636M
$37.1M 0.01%
1,659,813
KALV icon
443
KalVista Pharmaceuticals
KALV
$662M
$35.9M 0.01%
3,177,587
OSK icon
444
Oshkosh
OSK
$7.86B
$34.4M 0.01%
302,645
+152,645
MGRC icon
445
McGrath RentCorp
MGRC
$2.5B
$34.2M 0.01%
294,536
+29,202
GMED icon
446
Globus Medical
GMED
$11.2B
$33.9M ﹤0.01%
574,500
BL icon
447
BlackLine
BL
$3.3B
$33.7M ﹤0.01%
595,000
FDP icon
448
Fresh Del Monte Produce
FDP
$1.72B
$33.3M ﹤0.01%
1,028,000
RHI icon
449
Robert Half
RHI
$2.78B
$31.8M ﹤0.01%
+774,488
BIL icon
450
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$31.5M ﹤0.01%
343,439
+75,112