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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
TU icon
576
Telus
TU
$16.5B
$3.18M ﹤0.01%
247,259
+3,997
+2% +$54.1K
MTSI icon
577
MACOM Technology Solutions
MTSI
$22.4B
$3.16M ﹤0.01%
+14,242
New +$3.18M
CNI icon
578
Canadian National Railway
CNI
$76B
$3.15M ﹤0.01%
30,600
+893
+3% +$92.1K
CLBT icon
579
Cellebrite
CLBT
$4.02B
$2.97M ﹤0.01%
+215,508
New +$3.25M
RTO icon
580
Rentokil
RTO
$14.9B
$2.92M ﹤0.01%
95,464
-1,868
-2% -$58.9K
KB icon
581
KB Financial Group
KB
$43.7B
$2.58M ﹤0.01%
26,469
-743
-3% -$74.6K
SAP icon
582
SAP
SAP
$187B
$2.5M ﹤0.01%
14,877
-8,591
-37% -$1.77M
EMA
583
Emera Inc
EMA
$16.4B
$2.42M ﹤0.01%
46,681
TFII icon
584
TFI International
TFII
$12.1B
$2.4M ﹤0.01%
22,075
-15
-0.1% -$1.68K
IWD icon
585
iShares Russell 1000 Value ETF
IWD
$81.8B
$2.35M ﹤0.01%
11,241
-11,079
-50% -$2.43M
FTS icon
586
Fortis
FTS
$29.3B
$2.33M ﹤0.01%
41,721
PBA icon
587
Pembina Pipeline
PBA
$28.9B
$2.27M ﹤0.01%
50,709
NEE.PRS
588
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.16B
$2.25M ﹤0.01%
+40,200
New +$2.22M
NFE icon
589
New Fortress Energy
NFE
$101M
$2.04M ﹤0.01%
3,465,765
BZ icon
590
Kanzhun
BZ
$6.38B
$1.91M ﹤0.01%
142,411
-27,848,020
-99% -$472M
LEN.B icon
591
Lennar Class B
LEN.B
$19.6B
$1.78M ﹤0.01%
21,169
CRL icon
592
Charles River Laboratories
CRL
$11.1B
$1.41M ﹤0.01%
+8,149
New +$1.51M
BRLT icon
593
Brilliant Earth
BRLT
$19.5M
$1.4M ﹤0.01%
1,052,309
SAN icon
594
Banco Santander
SAN
$196B
$1.17M ﹤0.01%
109,011
-2,301
-2% -$27.4K
DDOG icon
595
Datadog
DDOG
$92.6B
$1.13M ﹤0.01%
+9,578
New +$1.18M
CART icon
596
Maplebear
CART
$11.3B
$1.13M ﹤0.01%
30,083
+13,709
+84% +$520K
SN icon
597
SharkNinja
SN
$21.2B
$1.12M ﹤0.01%
10,609
+5,955
+128% +$697K
DLO icon
598
dLocal
DLO
$4.39B
$1.05M ﹤0.01%
80,718
+764
+1% +$9.95K
CHWY icon
599
Chewy
CHWY
$8.32B
$1.04M ﹤0.01%
38,487
-112,620
-75% -$3.14M
IHRT icon
600
iHeartMedia
IHRT
$608M
$973K ﹤0.01%
333,235

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