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
GRAB icon
476
Grab
GRAB
$17.3B
$20.9M ﹤0.01%
+4,183,646
POWL icon
477
Powell Industries
POWL
$6.36B
$20.7M ﹤0.01%
+64,947
PTRN
478
Pattern Group Inc
PTRN
$1.86B
$20.2M ﹤0.01%
1,750,000
CECO icon
479
Ceco Environmental
CECO
$2.15B
$19.9M ﹤0.01%
+333,098
PPTA
480
Perpetua Resources
PPTA
$4.5B
$19.6M ﹤0.01%
+811,177
RRR icon
481
Red Rock Resorts
RRR
$3.63B
$19.4M ﹤0.01%
312,500
CERT icon
482
Certara
CERT
$1.13B
$19M ﹤0.01%
2,160,079
POOL icon
483
Pool Corp
POOL
$8.46B
$18.9M ﹤0.01%
82,506
MSA icon
484
Mine Safety
MSA
$7.58B
$18.1M ﹤0.01%
112,841
GLOB icon
485
Globant
GLOB
$2.19B
$17.8M ﹤0.01%
+272,952
MBUU icon
486
Malibu Boats
MBUU
$541M
$17.1M ﹤0.01%
605,273
-344,465
WFRD icon
487
Weatherford International
WFRD
$7.56B
$16.4M ﹤0.01%
209,733
PNW icon
488
Pinnacle West Capital
PNW
$12B
$15.6M ﹤0.01%
+175,506
FIG
489
Figma
FIG
$15.3B
$15.3M ﹤0.01%
408,601
-280
FCX icon
490
Freeport-McMoran
FCX
$97.8B
$15.2M ﹤0.01%
300,000
-8
STUB
491
StubHub Holdings
STUB
$3.31B
$15M ﹤0.01%
1,109,422
-3,875,170
WEX icon
492
WEX
WEX
$5.12B
$14.3M ﹤0.01%
95,813
+34,730
RWT
493
Redwood Trust
RWT
$753M
$14.2M ﹤0.01%
2,562,000
AES icon
494
AES
AES
$12.3B
$12.9M ﹤0.01%
899,306
-10,485,399
FLEX icon
495
Flex
FLEX
$23.2B
$12.4M ﹤0.01%
205,893
+60,482
RYTM icon
496
Rhythm Pharmaceuticals
RYTM
$6.19B
$12.4M ﹤0.01%
+115,693
RELX icon
497
RELX
RELX
$62.6B
$12.1M ﹤0.01%
299,184
-654
GNRC icon
498
Generac Holdings
GNRC
$13.2B
$11.8M ﹤0.01%
86,695
+29,447
SSYS icon
499
Stratasys
SSYS
$823M
$11.8M ﹤0.01%
1,357,460
RMAX icon
500
RE/MAX Holdings
RMAX
$126M
$11.4M ﹤0.01%
1,500,000