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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
BZH icon
501
Beazer Homes USA
BZH
$861M
$31.9M ﹤0.01%
1,659,813
ALLY icon
502
Ally Financial
ALLY
$13.8B
$31.9M ﹤0.01%
813,567
+221,061
+37% +$9.1M
CWST icon
503
Casella Waste Systems
CWST
$6.24B
$31.1M ﹤0.01%
+392,100
New +$37.6M
TXG icon
504
10x Genomics
TXG
$5.3B
$30.8M ﹤0.01%
1,452,300
U icon
505
Unity
U
$13.4B
$30.3M ﹤0.01%
+1,379,310
New +$38.3M
SSD icon
506
Simpson Manufacturing
SSD
$7.64B
$29.7M ﹤0.01%
172,813
FIGR
507
Figure Technology Solutions
FIGR
$6.58B
$29.4M ﹤0.01%
867,160
-591,264
-41% -$25.5M
APGE icon
508
Apogee Therapeutics
APGE
$10.1B
$29.3M ﹤0.01%
348,674
+221,056
+173% +$16.1M
COLB icon
509
Columbia Banking Systems
COLB
$9.26B
$29.2M ﹤0.01%
1,063,800
ULS icon
510
UL Solutions
ULS
$17.6B
$29.2M ﹤0.01%
+340,217
New +$26.8M
HTHT icon
511
Huazhu Hotels Group
HTHT
$12.6B
$28.8M ﹤0.01%
+572,975
New +$29.2M
WRBY icon
512
Warby Parker
WRBY
$3.36B
$28.7M ﹤0.01%
+1,364,256
New +$33.8M
TDUP icon
513
ThredUp
TDUP
$797M
$28.6M ﹤0.01%
8,707,600
RH icon
514
RH
RH
$3.06B
$28.2M ﹤0.01%
201,734
RPC
515
Ridgepost Capital
RPC
$856M
$27.5M ﹤0.01%
3,790,553
OKLO
516
Oklo
OKLO
$7.97B
$26.6M ﹤0.01%
537,354
+31,416
+6% +$2.26M
NP
517
Neptune Insurance Holdings
NP
$4.45B
$26.6M ﹤0.01%
1,100,500
VIA
518
Via Transportation Inc
VIA
$1.49B
$26.4M ﹤0.01%
1,758,717
+1,481,077
+533% +$29.5M
WGO icon
519
Winnebago Industries
WGO
$836M
$26.4M ﹤0.01%
850,825
WSC icon
520
WillScot Mobile Mini Holdings
WSC
$4.76B
$26M ﹤0.01%
1,500,000
MQ icon
521
Marqeta
MQ
$1.73B
$25M ﹤0.01%
1,532,344
NCLH icon
522
Norwegian Cruise Line
NCLH
$9.01B
$24.1M ﹤0.01%
+1,289,325
New +$28.2M
NDAQ icon
523
Nasdaq
NDAQ
$50.5B
$23.4M ﹤0.01%
275,388
+1,392
+0.5% +$125K
FLEX icon
524
Flex
FLEX
$47.4B
$23M ﹤0.01%
350,788
+144,895
+70% +$9.27M
ETOR
525
eToro Group
ETOR
$3.04B
$21.8M ﹤0.01%
725,771
-175,132
-19% -$5.35M

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