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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
DPZ icon
626
Domino's
DPZ
$10.3B
-176,500
Closed -$73.6M
DUOL icon
627
Duolingo
DUOL
$6.17B
-2,241,378
Closed -$393M
EXAS
628
DELISTED
Exact Sciences
EXAS
-968,232
Closed -$98.3M
FERG icon
629
Ferguson
FERG
$45.2B
-199,481
Closed -$44.4M
FOXF icon
630
Fox Factory Holding Corp
FOXF
$727M
-281,096
Closed -$4.81M
FYBR
631
DELISTED
Frontier Communications
FYBR
-250,000
Closed -$9.52M
GLOB icon
632
Globant
GLOB
$1.39B
-272,952
Closed -$17.8M
GWRE icon
633
Guidewire Software
GWRE
$11.7B
-1,006,940
Closed -$202M
HEI.A icon
634
HEICO Corp Class A
HEI.A
$34.8B
-311,861
Closed -$78.7M
HIMS icon
635
Hims & Hers Health
HIMS
$7.96B
-14,322,912
Closed -$465M
HWM icon
636
Howmet Aerospace
HWM
$109B
-733,386
Closed -$150M
INTA icon
637
Intapp
INTA
$2.2B
-2,992,169
Closed -$137M
IOO icon
638
iShares Global 100 ETF
IOO
$8.61B
-3,491
Closed -$445K
IP icon
639
International Paper
IP
$19.6B
-6,332,121
Closed -$249M
MAA icon
640
Mid-America Apartment Communities
MAA
$15.8B
-229,144
Closed -$31.8M
MARA icon
641
Marathon Digital Holdings
MARA
$4.65B
-2,954,764
Closed -$26.5M
MCD icon
642
McDonald's
MCD
$194B
-1,550,991
Closed -$474M
MFC icon
643
Manulife Financial
MFC
$68.6B
-655,000
Closed -$23.8M
MMYT icon
644
MakeMyTrip
MMYT
$5.42B
-1,311,189
Closed -$108M
MUSA icon
645
Murphy USA
MUSA
$11.3B
-79,625
Closed -$32.1M
NMIH icon
646
NMI Holdings
NMIH
$3.16B
-1,150,000
Closed -$46.9M
ODFL icon
647
Old Dominion Freight Line
ODFL
$48.4B
-2,375,101
Closed -$372M
ONEW icon
648
OneWater Marine
ONEW
$193M
-229,256
Closed -$2.48M
OSK icon
649
Oshkosh
OSK
$9.09B
-304,062
Closed -$38.2M
PKG icon
650
Packaging Corp of America
PKG
$20.1B
-1,229,648
Closed -$254M

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