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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
AVGO icon
1
Broadcom
AVGO
$1.83T
$36B 4.91%
116,188,483
-7,068,689
-6% -$2.33B
META icon
2
Meta Platforms (Facebook)
META
$1.67T
$23.5B 3.2%
41,055,422
+1,496,785
+4% +$959M
MSFT icon
3
Microsoft
MSFT
$2.9T
$22.8B 3.12%
61,734,339
-2,731,828
-4% -$1.14B
NVDA icon
4
NVIDIA
NVDA
$4.93T
$22.7B 3.1%
130,266,430
-546,778
-0.4% -$100M
PM icon
5
Philip Morris
PM
$281B
$22.1B 3.01%
133,450,504
+1,094,778
+0.8% +$190M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.3T
$18.8B 2.56%
65,347,108
+11,465,200
+21% +$3.6B
TSLA icon
7
Tesla
TSLA
$1.48T
$15.9B 2.18%
42,904,073
+419,621
+1% +$173M
LLY icon
8
Eli Lilly
LLY
$1.05T
$14.4B 1.96%
15,621,813
+590,063
+4% +$598M
MU icon
9
Micron Technology
MU
$1.06T
$14.2B 1.94%
42,054,392
-16,194,733
-28% -$6.34B
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.28T
$12.8B 1.75%
44,759,732
+15,913,045
+55% +$5B
VRTX icon
11
Vertex Pharmaceuticals
VRTX
$122B
$11.3B 1.55%
25,368,124
-142,058
-0.6% -$66.2M
TSM icon
12
TSMC
TSM
$2.19T
$11.1B 1.52%
32,886,937
+5,482,648
+20% +$1.89B
AMZN icon
13
Amazon
AMZN
$2.66T
$10.5B 1.43%
50,418,935
+16,651,580
+49% +$3.67B
AMGN icon
14
Amgen
AMGN
$195B
$10.3B 1.41%
29,288,343
+6,190,632
+27% +$2.21B
CNQ icon
15
Canadian Natural Resources
CNQ
$89.8B
$9.64B 1.32%
197,679,763
-2,140,838
-1% -$88M
NFLX icon
16
Netflix
NFLX
$311B
$9.53B 1.3%
99,103,552
+9,762,108
+11% +$860M
SBUX icon
17
Starbucks
SBUX
$122B
$9.26B 1.26%
103,315,629
+18,588,224
+22% +$1.76B
V icon
18
Visa
V
$680B
$7.61B 1.04%
25,178,201
+701,137
+3% +$225M
UNH icon
19
UnitedHealth
UNH
$390B
$7.52B 1.03%
27,783,415
+5,192,373
+23% +$1.55B
EOG icon
20
EOG Resources
EOG
$74.4B
$7.5B 1.02%
51,890,964
+11,283,390
+28% +$1.37B
BAC icon
21
Bank of America
BAC
$422B
$7.03B 0.96%
144,289,396
+2,987,985
+2% +$154M
DE icon
22
Deere & Co
DE
$158B
$6.91B 0.94%
12,272,894
+2,680,890
+28% +$1.51B
AAPL icon
23
Apple
AAPL
$4.66T
$6.89B 0.94%
27,140,333
-347,037
-1% -$90.3M
UNP icon
24
Union Pacific
UNP
$172B
$6.57B 0.9%
27,072,234
+6,935,885
+34% +$1.7B
KLAC icon
25
KLA
KLAC
$290B
$6.01B 0.82%
40,840,690
+4,342,380
+12% +$635M

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