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
MGRC icon
451
McGrath RentCorp
MGRC
$2.63B
$34.5M ﹤0.01%
294,536
VFC icon
452
VF Corp
VFC
$7.68B
$34.4M ﹤0.01%
2,380,695
GMED icon
453
Globus Medical
GMED
$11.6B
$32.9M ﹤0.01%
574,500
WSC icon
454
WillScot Mobile Mini Holdings
WSC
$3.71B
$31.7M ﹤0.01%
1,500,000
MBUU icon
455
Malibu Boats
MBUU
$568M
$30.8M ﹤0.01%
949,738
-673,182
TTC icon
456
Toro Company
TTC
$7.24B
$29.5M ﹤0.01%
387,325
+378,897
CAVA icon
457
CAVA Group
CAVA
$6.16B
$29.2M ﹤0.01%
483,316
+479,698
SSD icon
458
Simpson Manufacturing
SSD
$7.03B
$28.9M ﹤0.01%
172,813
+87,135
WGO icon
459
Winnebago Industries
WGO
$1.11B
$28.5M ﹤0.01%
850,825
PX icon
460
P10
PX
$1.13B
$27.7M ﹤0.01%
2,544,148
+1,017,972
SPY icon
461
SPDR S&P 500 ETF Trust
SPY
$714B
$27.6M ﹤0.01%
41,649
+13,193
COLB icon
462
Columbia Banking Systems
COLB
$8.75B
$27.4M ﹤0.01%
1,063,800
BEKE icon
463
KE Holdings
BEKE
$20.1B
$26.6M ﹤0.01%
1,402,210
-1,270,355
VIA
464
Via Transportation Inc
VIA
$2.41B
$26.4M ﹤0.01%
+550,000
CERT icon
465
Certara
CERT
$1.37B
$26.4M ﹤0.01%
2,160,079
XENE icon
466
Xenon Pharmaceuticals
XENE
$3.4B
$26.3M ﹤0.01%
655,737
BIL icon
467
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$25.9M ﹤0.01%
282,044
-61,395
NVCR icon
468
NovoCure
NVCR
$1.49B
$25.8M ﹤0.01%
2,000,000
-4,382,848
POOL icon
469
Pool Corp
POOL
$8.95B
$25.6M ﹤0.01%
82,506
TMDX icon
470
Transmedics
TMDX
$4.33B
$25.5M ﹤0.01%
227,441
BV icon
471
BrightView Holdings
BV
$1.21B
$25M ﹤0.01%
1,869,173
-1,203,382
NDAQ icon
472
Nasdaq
NDAQ
$53.4B
$24.1M ﹤0.01%
271,932
+124,096
PTRN
473
Pattern Group Inc
PTRN
$2.24B
$24M ﹤0.01%
+1,750,000
AMD icon
474
Advanced Micro Devices
AMD
$343B
$23.4M ﹤0.01%
144,370
-14,795
WHR icon
475
Whirlpool
WHR
$4.36B
$22.9M ﹤0.01%
291,517