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
TMDX icon
451
Transmedics
TMDX
$3.95B
$30.5M ﹤0.01%
227,441
CXT icon
452
Crane NXT
CXT
$3.46B
$29.6M ﹤0.01%
550,000
WHR icon
453
Whirlpool
WHR
$3.69B
$29.6M ﹤0.01%
291,517
SPSC icon
454
SPS Commerce
SPSC
$3.1B
$29.2M ﹤0.01%
+214,469
ELAN icon
455
Elanco Animal Health
ELAN
$10.9B
$28.6M ﹤0.01%
+2,000,000
JACK icon
456
Jack in the Box
JACK
$287M
$28.1M ﹤0.01%
1,606,607
VFC icon
457
VF Corp
VFC
$5.97B
$28M ﹤0.01%
2,380,695
CAR icon
458
Avis
CAR
$4.84B
$27.7M ﹤0.01%
163,684
CAI
459
Caris Life Sciences
CAI
$6.86B
$26.7M ﹤0.01%
+999,945
SITM icon
460
SiTime
SITM
$7.53B
$26.2M ﹤0.01%
123,011
CERT icon
461
Certara
CERT
$1.34B
$25.3M ﹤0.01%
2,160,079
CMPO icon
462
CompoSecure Inc
CMPO
$2.49B
$25.2M ﹤0.01%
1,786,525
COLB icon
463
Columbia Banking Systems
COLB
$8.04B
$24.9M ﹤0.01%
1,063,800
WGO icon
464
Winnebago Industries
WGO
$944M
$24.7M ﹤0.01%
850,825
POOL icon
465
Pool Corp
POOL
$9.16B
$24M ﹤0.01%
82,506
-143,876
AMD icon
466
Advanced Micro Devices
AMD
$404B
$22.6M ﹤0.01%
159,165
+52,498
EPRT icon
467
Essential Properties Realty Trust
EPRT
$6.1B
$22.4M ﹤0.01%
701,760
+471,771
NCLH icon
468
Norwegian Cruise Line
NCLH
$8.45B
$22.3M ﹤0.01%
1,100,000
NFE icon
469
New Fortress Energy
NFE
$313M
$22M ﹤0.01%
6,638,696
-12,131,829
ALLY icon
470
Ally Financial
ALLY
$12.1B
$21.1M ﹤0.01%
+541,593
XENE icon
471
Xenon Pharmaceuticals
XENE
$3.09B
$20.5M ﹤0.01%
655,737
-1,568,978
FOXF icon
472
Fox Factory Holding Corp
FOXF
$590M
$20.1M ﹤0.01%
773,679
-760,154
MSA icon
473
Mine Safety
MSA
$6.24B
$18.9M ﹤0.01%
+112,841
XPEL icon
474
XPEL
XPEL
$1.13B
$18.2M ﹤0.01%
505,927
-709,408
INVH icon
475
Invitation Homes
INVH
$17.3B
$18.1M ﹤0.01%
553,255
+400,255