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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
BIDU icon
351
Baidu
BIDU
$37.4B
$134M 0.02%
1,198,291
+15,434
+1% +$2.09M
FTNT icon
352
Fortinet
FTNT
$121B
$131M 0.02%
1,605,884
+343,373
+27% +$27.7M
ALK icon
353
Alaska Air
ALK
$5.2B
$130M 0.02%
+3,529,999
New +$170M
ZETA icon
354
Zeta Global
ZETA
$5.6B
$128M 0.02%
8,058,636
+3,044,860
+61% +$56.4M
SITE icon
355
SiteOne Landscape Supply
SITE
$4.7B
$128M 0.02%
960,952
-441,385
-31% -$62.4M
ZG icon
356
Zillow
ZG
$7.37B
$128M 0.02%
+3,081,931
New +$163M
VSEC icon
357
VSE Corp
VSEC
$5.88B
$126M 0.02%
684,784
+53,397
+8% +$10.9M
BIO icon
358
Bio-Rad Laboratories Class A
BIO
$7.99B
$125M 0.02%
+450,000
New +$130M
ESI icon
359
Element Solutions
ESI
$9.81B
$124M 0.02%
3,631,950
+226,718
+7% +$7.1M
WSO icon
360
Watsco Inc
WSO
$16.3B
$123M 0.02%
339,018
-95,000
-22% -$36.8M
MTH icon
361
Meritage Homes
MTH
$4.9B
$123M 0.02%
1,987,850
FA icon
362
First Advantage
FA
$3.62B
$122M 0.02%
10,398,714
+1,300,000
+14% +$15.9M
ICLR icon
363
Icon
ICLR
$13B
$122M 0.02%
1,104,831
-391,648
-26% -$53.5M
TPG icon
364
TPG
TPG
$6.92B
$121M 0.02%
2,982,339
+123,109
+4% +$6.31M
SPNT icon
365
SiriusPoint
SPNT
$2.92B
$121M 0.02%
+5,600,000
New +$115M
AMD icon
366
Advanced Micro Devices
AMD
$899B
$120M 0.02%
587,676
+470,340
+401% +$100M
CVSA
367
Covista Inc
CVSA
$4.47B
$119M 0.02%
1,029,363
+140,625
+16% +$15M
AMCR icon
368
Amcor
AMCR
$19.7B
$118M 0.02%
2,961,048
+1,982,304
+203% +$87.7M
MOG.A icon
369
Moog Inc Class A
MOG.A
$12.3B
$117M 0.02%
400,000
BWXT icon
370
BWX Technologies
BWXT
$16.5B
$116M 0.02%
+569,415
New +$116M
LAMR icon
371
Lamar Advertising Co
LAMR
$16B
$114M 0.02%
903,020
EFX icon
372
Equifax
EFX
$20B
$113M 0.02%
+628,105
New +$125M
FAF icon
373
First American
FAF
$7.11B
$113M 0.02%
+1,870,000
New +$120M
RY icon
374
Royal Bank of Canada
RY
$297B
$112M 0.02%
694,842
+3,004
+0.4% +$503K
NG icon
375
NovaGold Resources
NG
$2.61B
$111M 0.02%
12,333,000

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