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Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 35.63%
 

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
+0.18%
1 Year Est. Return
+35.63%
3 Year Est. Return
+123.79%
5 Year Est. Return
+178.46%
10 Year Est. Return
+769.93%
AUM
$733B
AUM Growth
-$2.36B
Cap. Flow
+$25.6B
Cap. Flow %
3.49%
Top 10 Hldgs %
27.73%
Holding
682
New
108
Increased
262
Reduced
173
Closed
56

Sector Composition

1 Technology 22.63%
2 Healthcare 13.18%
3 Consumer Discretionary 12.18%
4 Financials 10.99%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DG icon
451
Dollar General
DG
$26.7B
$52.1M 0.01%
438,673
-497,557
-53% -$70.9M
STRK
452
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$444M
$52.1M 0.01%
736,597
+100,313
+16% +$8.03M
POWL icon
453
Powell Industries
POWL
$8.49B
$51.9M 0.01%
287,541
+92,700
+48% +$15.2M
WING icon
454
Wingstop
WING
$4.07B
$51.8M 0.01%
334,189
-23,095
-6% -$5.55M
TTC icon
455
Toro Company
TTC
$8.75B
$51.7M 0.01%
553,469
+166,831
+43% +$15.7M
GENB
456
Generate Biomedicines
GENB
$1.82B
$50.1M 0.01%
+4,004,149
New +$48.9M
GMED icon
457
Globus Medical
GMED
$10.2B
$49.5M 0.01%
574,500
MSCI icon
458
MSCI
MSCI
$44.3B
$49.1M 0.01%
91,093
+140
+0.2% +$78.9K
XENE icon
459
Xenon Pharmaceuticals
XENE
$6.56B
$48.9M 0.01%
840,072
+184,335
+28% +$8.49M
PWP icon
460
Perella Weinberg Partners
PWP
$1.12B
$47.3M 0.01%
+2,602,595
New +$51.1M
ALHC icon
461
Alignment Healthcare
ALHC
$4.33B
$47M 0.01%
2,666,058
+427,911
+19% +$8.59M
MDLZ icon
462
Mondelez International
MDLZ
$75.8B
$46.9M 0.01%
813,911
-1,435,259
-64% -$83.1M
ABCL icon
463
AbCellera Biologics
ABCL
$2.09B
$46.6M 0.01%
13,361,096
MRP
464
Millrose Properties Inc
MRP
$4.71B
$46M 0.01%
1,643,026
EPAC icon
465
Enerpac Tool Group
EPAC
$1.76B
$45.1M 0.01%
+1,236,679
New +$49M
LOAR icon
466
Loar Holdings
LOAR
$6.73B
$44.8M 0.01%
782,769
+182,769
+30% +$12.3M
BIL icon
467
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$43.8M 0.01%
478,151
+96,389
+25% +$8.82M
HWKN icon
468
Hawkins
HWKN
$2.86B
$43M 0.01%
279,981
-198,004
-41% -$29M
EQPT
469
EquipmentShare.com Inc
EQPT
$4.31B
$42.9M 0.01%
+2,105,208
New +$60.2M
NEM icon
470
Newmont
NEM
$101B
$42.8M 0.01%
+395,827
New +$45.6M
MDA
471
MDA Space Ltd
MDA
$4.66B
$41.5M 0.01%
+1,638,297
New +$48.2M
DMC
472
Del Monte Corp
DMC
$1.34B
$41.4M 0.01%
1,028,000
MC icon
473
Moelis & Co
MC
$4.97B
$41M 0.01%
719,000
AGM icon
474
Federal Agricultural Mortgage
AGM
$2.18B
$40.9M 0.01%
275,768
PAYX icon
475
Paychex
PAYX
$39B
$40.5M 0.01%
440,000

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