Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

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 Quarter Est. Return
1 Year Est. Return
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$3.15B
2 +$2.82B
3 +$2.52B
4
SO icon
Southern Company
SO
+$2.42B
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.9B

Top Sells

1 +$4.19B
2 +$3.08B
3 +$2.03B
4
NVDA icon
NVIDIA
NVDA
+$1.5B
5
AMZN icon
Amazon
AMZN
+$1.41B

Sector Composition

1 Technology 26.71%
2 Financials 14.01%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TTD icon
601
Trade Desk
TTD
$17.5B
-37,365
VERX icon
602
Vertex
VERX
$3.1B
-2,193,265
VTRS icon
603
Viatris
VTRS
$13.4B
-110,678
XPEL icon
604
XPEL
XPEL
$1.39B
-505,927
YETI icon
605
Yeti Holdings
YETI
$3.37B
-325,329
LINE
606
Lineage Inc
LINE
$8.26B
-4,822,584
TTAN
607
ServiceTitan Inc
TTAN
$9.66B
-63,679
GLXY
608
Galaxy Digital Inc
GLXY
$4.72B
-38,540
CAI
609
Caris Life Sciences
CAI
$7.53B
-999,945