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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
FLR icon
601
Fluor
FLR
$6.93B
$958K ﹤0.01%
20,529
+9,357
+84% +$436K
NWG icon
602
NatWest
NWG
$69.6B
$909K ﹤0.01%
63,488
-1,832
-3% -$30.4K
ZBH icon
603
Zimmer Biomet
ZBH
$18.2B
$791K ﹤0.01%
8,745
+4,027
+85% +$370K
SNOW icon
604
Snowflake
SNOW
$93.1B
$772K ﹤0.01%
5,121
+2,327
+83% +$431K
SLF icon
605
Sun Life Financial
SLF
$43.5B
$727K ﹤0.01%
11,600
MTDR icon
606
Matador Resources
MTDR
$6.6B
$708K ﹤0.01%
+11,208
New +$561K
NOG icon
607
Northern Oil and Gas
NOG
$2.21B
$596K ﹤0.01%
+20,403
New +$528K
WCN
608
Waste Connections
WCN
$43.5B
$457K ﹤0.01%
2,814
VTV icon
609
Vanguard Value ETF
VTV
$187B
$427K ﹤0.01%
2,211
-4,883
-69% -$978K
CPB icon
610
Campbell Soup
CPB
$6.61B
$425K ﹤0.01%
19,093
+8,984
+89% +$231K
VXUS icon
611
Vanguard Total International Stock ETF
VXUS
$153B
$389K ﹤0.01%
5,212
-17,451
-77% -$1.39M
CCO icon
612
Clear Channel Outdoor Holdings
CCO
$1.23B
$362K ﹤0.01%
152,827
-890,868
-85% -$2.02M
NAVI icon
613
Navient
NAVI
$792M
$164K ﹤0.01%
20,000
AA icon
614
Alcoa
AA
$12.9B
-611,995
Closed -$32.5M
ABT icon
615
Abbott
ABT
$160B
-8,466,861
Closed -$1.06B
AES icon
616
AES
AES
$10.5B
-899,306
Closed -$12.9M
AGL icon
617
Agilon Health
AGL
$1.93B
-334,569
Closed -$5.76M
ARM icon
618
Arm
ARM
$319B
-1,165,776
Closed -$127M
BHVN icon
619
Biohaven
BHVN
$2.28B
-250,000
Closed -$2.82M
CBZ icon
620
CBIZ
CBZ
$2.17B
-919,902
Closed -$46.4M
CERT icon
621
Certara
CERT
$1.06B
-2,160,079
Closed -$19M
CMA
622
DELISTED
Comerica
CMA
-706,621
Closed -$61.4M
CWAN
623
DELISTED
Clearwater Analytics
CWAN
-5,882,816
Closed -$142M
CXT icon
624
Crane NXT
CXT
$2.9B
-550,000
Closed -$25.9M
DHR icon
625
Danaher
DHR
$142B
-492,865
Closed -$113M

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