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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
PLTR icon
651
Palantir
PLTR
$312B
-63,376
Closed -$11.3M
PNW icon
652
Pinnacle West Capital
PNW
$13.2B
-175,506
Closed -$15.6M
PTON icon
653
Peloton Interactive
PTON
$2.63B
-7,742,528
Closed -$47.7M
RDN icon
654
Radian Group
RDN
$5.05B
-1,576,825
Closed -$56.7M
RELX icon
655
RELX
RELX
$58.5B
-299,184
Closed -$12.1M
RRX icon
656
Regal Rexnord
RRX
$13.9B
-2,687,729
Closed -$377M
RYAN icon
657
Ryan Specialty Holdings
RYAN
$5.41B
-6,640,638
Closed -$343M
SKWD icon
658
Skyward Specialty Insurance
SKWD
$2.42B
-508,853
Closed -$26M
SLNO
659
DELISTED
Soleno Therapeutics
SLNO
-145,522
Closed -$6.74M
SNAP icon
660
Snap
SNAP
$7.84B
-88,452,006
Closed -$714M
SNPS icon
661
Synopsys
SNPS
$83.1B
-6,635,080
Closed -$3.12B
TGLS icon
662
Tecnoglass
TGLS
$1.9B
-1,093,255
Closed -$55M
TME icon
663
Tencent Music
TME
$14.5B
-7,030,660
Closed -$123M
TMUS icon
664
T-Mobile US
TMUS
$204B
-307,500
Closed -$62.4M
VICI icon
665
VICI Properties
VICI
$29.1B
-7,986,313
Closed -$225M
VNT icon
666
Vontier
VNT
$4.13B
-1,423,890
Closed -$52.9M
WHR icon
667
Whirlpool
WHR
$2.52B
-291,517
Closed -$21M
EXEEL
668
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
-2,315
Closed -$230K
ALH
669
Alliance Laundry Holdings
ALH
$5.14B
-1,450,000
Closed -$29.5M

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