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
GTLB icon
451
GitLab
GTLB
$4.43B
$31.9M ﹤0.01%
+849,257
MAA icon
452
Mid-America Apartment Communities
MAA
$15.6B
$31.8M ﹤0.01%
229,144
-7,642,098
ETOR
453
eToro Group
ETOR
$2.57B
$31.6M ﹤0.01%
900,903
+22,934
WT icon
454
WisdomTree
WT
$2.41B
$30.8M ﹤0.01%
+2,529,511
TTC icon
455
Toro Company
TTC
$9.64B
$30.4M ﹤0.01%
386,638
-687
COLB icon
456
Columbia Banking Systems
COLB
$8.4B
$29.7M ﹤0.01%
1,063,800
ALH
457
Alliance Laundry Holdings
ALH
$4.55B
$29.5M ﹤0.01%
+1,450,000
XENE icon
458
Xenon Pharmaceuticals
XENE
$3.34B
$29.4M ﹤0.01%
655,737
MQ icon
459
Marqeta
MQ
$1.69B
$29.1M ﹤0.01%
+6,129,375
CNTA
460
Centessa Pharmaceuticals
CNTA
$3.97B
$29M ﹤0.01%
1,158,699
+473,894
CAVA icon
461
CAVA Group
CAVA
$9.57B
$28.4M ﹤0.01%
483,102
-214
WSC icon
462
WillScot Mobile Mini Holdings
WSC
$3.93B
$28.2M ﹤0.01%
1,500,000
SSD icon
463
Simpson Manufacturing
SSD
$8.03B
$27.9M ﹤0.01%
172,813
TMDX icon
464
Transmedics
TMDX
$4.96B
$27.7M ﹤0.01%
227,441
FLY
465
Firefly Aerospace
FLY
$3.07B
$27M ﹤0.01%
1,205,209
ALLY icon
466
Ally Financial
ALLY
$12.2B
$26.8M ﹤0.01%
592,506
+40,792
NDAQ icon
467
Nasdaq
NDAQ
$49.8B
$26.6M ﹤0.01%
273,996
+2,064
MARA icon
468
Marathon Digital Holdings
MARA
$3.38B
$26.5M ﹤0.01%
2,954,764
+19,048
SKWD icon
469
Skyward Specialty Insurance
SKWD
$2.05B
$26M ﹤0.01%
508,853
-508,853
CXT icon
470
Crane NXT
CXT
$2.77B
$25.9M ﹤0.01%
550,000
AMD icon
471
Advanced Micro Devices
AMD
$326B
$25.1M ﹤0.01%
117,336
-27,034
MFC icon
472
Manulife Financial
MFC
$59.6B
$23.8M ﹤0.01%
655,000
-4,009,473
TXG icon
473
10x Genomics
TXG
$2.94B
$23.7M ﹤0.01%
1,452,300
EPRT icon
474
Essential Properties Realty Trust
EPRT
$7.12B
$21.6M ﹤0.01%
729,238
+27,478
WHR icon
475
Whirlpool
WHR
$3.87B
$21M ﹤0.01%
291,517