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
SPSC icon
476
SPS Commerce
SPSC
$3.25B
$22.3M ﹤0.01%
214,469
ALLY icon
477
Ally Financial
ALLY
$13.8B
$21.6M ﹤0.01%
551,714
+10,121
FIG
478
Figma
FIG
$17.4B
$21.2M ﹤0.01%
+408,881
EPRT icon
479
Essential Properties Realty Trust
EPRT
$6.09B
$20.9M ﹤0.01%
701,760
CCOI icon
480
Cogent Communications
CCOI
$1.12B
$20.3M ﹤0.01%
528,382
-426,906
AA icon
481
Alcoa
AA
$11.8B
$20.1M ﹤0.01%
611,995
MSA icon
482
Mine Safety
MSA
$6.28B
$19.4M ﹤0.01%
112,841
RRR icon
483
Red Rock Resorts
RRR
$3.72B
$19.1M ﹤0.01%
312,500
+100,000
TXG icon
484
10x Genomics
TXG
$1.99B
$17M ﹤0.01%
1,452,300
CNTA
485
Centessa Pharmaceuticals
CNTA
$3.87B
$16.6M ﹤0.01%
684,805
+267,982
INVH icon
486
Invitation Homes
INVH
$16.5B
$16.2M ﹤0.01%
553,255
MAIN icon
487
Main Street Capital
MAIN
$5.44B
$16.1M ﹤0.01%
253,745
+40,510
SSYS icon
488
Stratasys
SSYS
$777M
$15.2M ﹤0.01%
+1,357,460
DDD icon
489
3D Systems Corp
DDD
$251M
$15.1M ﹤0.01%
+5,208,333
RWT
490
Redwood Trust
RWT
$712M
$14.8M ﹤0.01%
2,562,000
WFRD icon
491
Weatherford International
WFRD
$5.67B
$14.4M ﹤0.01%
209,733
-7,439
MMSI icon
492
Merit Medical Systems
MMSI
$5.12B
$14.3M ﹤0.01%
171,960
+51,924
RELX icon
493
RELX
RELX
$74.7B
$14.3M ﹤0.01%
299,838
-4,871
RMAX icon
494
RE/MAX Holdings
RMAX
$160M
$14.1M ﹤0.01%
1,500,000
APD icon
495
Air Products & Chemicals
APD
$54.5B
$12.5M ﹤0.01%
45,664
ONEW icon
496
OneWater Marine
ONEW
$180M
$12M ﹤0.01%
754,805
FCX icon
497
Freeport-McMoran
FCX
$68.2B
$11.8M ﹤0.01%
300,008
-24,118,994
NVO icon
498
Novo Nordisk
NVO
$224B
$11.7M ﹤0.01%
210,862
-4,824
LNTH icon
499
Lantheus
LNTH
$4.41B
$10M ﹤0.01%
194,931
WEX icon
500
WEX
WEX
$5.18B
$9.62M ﹤0.01%
61,083
+34,071