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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
PTRN
526
Pattern Group Inc
PTRN
$5.03B
$21.8M ﹤0.01%
1,750,000
CAI
527
Caris Life Sciences
CAI
$4.82B
$21.1M ﹤0.01%
+1,180,173
New +$25.8M
USAR
528
USA Rare Earth Inc
USAR
$4.21B
$19.1M ﹤0.01%
+1,448,244
New +$28.1M
TEAM icon
529
Atlassian
TEAM
$24.4B
$18.8M ﹤0.01%
+275,573
New +$27.2M
GTLB icon
530
GitLab
GTLB
$5.65B
$18.4M ﹤0.01%
849,257
CHTR icon
531
Charter Communications
CHTR
$16.2B
$18.1M ﹤0.01%
83,945
+82,108
+4,470% +$17.8M
ESS icon
532
Essex Property Trust
ESS
$19.1B
$18.1M ﹤0.01%
74,778
+69,456
+1,305% +$17.5M
FCX icon
533
Freeport-McMoran
FCX
$86.2B
$17.6M ﹤0.01%
300,000
PCG icon
534
PG&E
PCG
$38.3B
$17.6M ﹤0.01%
1,002,822
+984,036
+5,238% +$16.7M
HRI icon
535
Herc Holdings
HRI
$4.93B
$17.4M ﹤0.01%
174,531
-926,423
-84% -$132M
RUN icon
536
Sunrun
RUN
$2.96B
$17.4M ﹤0.01%
+1,281,285
New +$21.3M
RAPP
537
Rapport Therapeutics
RAPP
$1.94B
$16.8M ﹤0.01%
+536,607
New +$15.1M
POOL icon
538
Pool Corp
POOL
$7.68B
$16.7M ﹤0.01%
82,506
RRR icon
539
Red Rock Resorts
RRR
$3.77B
$16.7M ﹤0.01%
312,500
HUM icon
540
Humana
HUM
$48.7B
$16.4M ﹤0.01%
+94,501
New +$19.4M
YMM icon
541
Full Truck Alliance
YMM
$8.89B
$16.4M ﹤0.01%
+1,970,812
New +$18.7M
TECH icon
542
Bio-Techne
TECH
$11.1B
$16.2M ﹤0.01%
+309,763
New +$18.6M
CYTK icon
543
Cytokinetics
CYTK
$11.2B
$16M ﹤0.01%
+242,041
New +$15.4M
GNRC icon
544
Generac Holdings
GNRC
$13.4B
$15.9M ﹤0.01%
81,457
-5,238
-6% -$1.01M
AGBK
545
AGI Inc
AGBK
$1.14B
$15.8M ﹤0.01%
+2,175,000
New +$22.1M
LIFE
546
Ethos Technologies Inc
LIFE
$1.22B
$14.7M ﹤0.01%
+1,315,789
New +$15.6M
RWT
547
Redwood Trust
RWT
$635M
$14.4M ﹤0.01%
2,562,000
NRIX icon
548
Nurix Therapeutics
NRIX
$2.36B
$13.8M ﹤0.01%
+893,327
New +$14.8M
MBUU icon
549
Malibu Boats
MBUU
$526M
$13.4M ﹤0.01%
515,206
-90,067
-15% -$2.69M
APD icon
550
Air Products & Chemicals
APD
$67.2B
$13.3M ﹤0.01%
45,664

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