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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
KT icon
551
KT
KT
$8.32B
$12.8M ﹤0.01%
+598,831
New +$12.9M
EIKN
552
Eikon Therapeutics
EIKN
$565M
$12.1M ﹤0.01%
+1,143,637
New +$15.3M
MLYS icon
553
Mineralys Therapeutics
MLYS
$2.43B
$10.8M ﹤0.01%
+398,179
New +$11.7M
SSYS icon
554
Stratasys
SSYS
$720M
$10.6M ﹤0.01%
1,357,460
GD icon
555
General Dynamics
GD
$101B
$10.1M ﹤0.01%
+29,422
New +$10.4M
ITRI icon
556
Itron
ITRI
$3.7B
$10.1M ﹤0.01%
112,638
RYTM icon
557
Rhythm Pharmaceuticals
RYTM
$7.37B
$10.1M ﹤0.01%
115,693
ACWI icon
558
iShares MSCI ACWI ETF
ACWI
$33B
$9.93M ﹤0.01%
74,008
+16,445
+29% +$2.36M
DDD icon
559
3D Systems Corp
DDD
$490M
$9.79M ﹤0.01%
5,208,333
FIG
560
Figma
FIG
$12.5B
$9.48M ﹤0.01%
448,406
+39,805
+10% +$1.09M
GFI icon
561
Gold Fields
GFI
$30B
$9.37M ﹤0.01%
+206,360
New +$10.4M
RMAX icon
562
RE/MAX Holdings
RMAX
$226M
$8.64M ﹤0.01%
1,500,000
TD icon
563
Toronto Dominion Bank
TD
$199B
$7.71M ﹤0.01%
82,501
+1,060
+1% +$101K
BBVA icon
564
Banco Bilbao Vizcaya Argentaria
BBVA
$141B
$6.45M ﹤0.01%
317,077
-26,596
-8% -$615K
CRWV
565
CoreWeave Inc
CRWV
$45.5B
$6.34M ﹤0.01%
81,866
+78,072
+2,058% +$6.78M
SHG icon
566
Shinhan Financial Group
SHG
$34.3B
$6.04M ﹤0.01%
+100,608
New +$6.17M
SHEL icon
567
Shell
SHEL
$233B
$5.5M ﹤0.01%
59,330
+2,290
+4% +$185K
MGNI icon
568
Magnite
MGNI
$2.92B
$5.43M ﹤0.01%
+456,672
New +$6.12M
ING icon
569
ING
ING
$92.4B
$5.23M ﹤0.01%
+211,321
New +$5.94M
CP icon
570
Canadian Pacific Kansas City
CP
$81.1B
$5.19M ﹤0.01%
65,933
+51,589
+360% +$4.08M
IBN icon
571
ICICI Bank
IBN
$105B
$5.17M ﹤0.01%
205,064
+56,446
+38% +$1.65M
IHG icon
572
InterContinental Hotels
IHG
$24B
$3.88M ﹤0.01%
29,843
+2,941
+11% +$405K
HDB icon
573
HDFC Bank
HDB
$136B
$3.84M ﹤0.01%
159,243
-4,089,659
-96% -$127M
SOBO
574
South Bow Corp
SOBO
$7.77B
$3.65M ﹤0.01%
+109,565
New +$3.33M
SU icon
575
Suncor Energy
SU
$72.3B
$3.22M ﹤0.01%
48,740

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