We are live on ! Find out more
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
BLDR icon
426
Builders FirstSource
BLDR
$7.99B
$64.2M 0.01%
779,198
+11,114
+1% +$1.19M
OLLI icon
427
Ollie's Bargain Outlet
OLLI
$3.95B
$64M 0.01%
695,464
HLNE icon
428
Hamilton Lane
HLNE
$3.59B
$63.7M 0.01%
640,782
-12,936
-2% -$1.59M
CECO icon
429
Ceco Environmental
CECO
$4.82B
$62.9M 0.01%
1,055,080
+721,982
+217% +$46.4M
MYRG icon
430
MYR Group
MYRG
$6.57B
$61.9M 0.01%
219,175
TTMI icon
431
TTM Technologies
TTMI
$14.6B
$61.9M 0.01%
+635,006
New +$60.4M
JHG
432
DELISTED
Janus Henderson
JHG
$61.6M 0.01%
1,200,041
AZZ icon
433
AZZ Inc
AZZ
$4.47B
$61.3M 0.01%
+490,109
New +$61.9M
AMP icon
434
Ameriprise Financial
AMP
$46.6B
$60.6M 0.01%
136,351
+13,402
+11% +$6.46M
NTES icon
435
NetEase
NTES
$81.9B
$60.6M 0.01%
541,188
-966,604
-64% -$120M
MTRN icon
436
Materion
MTRN
$5.22B
$60M 0.01%
+415,000
New +$60.4M
WTFC icon
437
Wintrust Financial
WTFC
$11B
$60M 0.01%
+431,799
New +$62.6M
BRX icon
438
Brixmor Property Group
BRX
$9.73B
$59.9M 0.01%
2,079,681
+424,355
+26% +$12M
SKY icon
439
Champion Homes
SKY
$4.44B
$59.5M 0.01%
800,000
JHX icon
440
James Hardie Industries
JHX
$15B
$59M 0.01%
3,114,408
DOCS icon
441
Doximity
DOCS
$3.99B
$56.6M 0.01%
2,430,679
-3,224,196
-57% -$100M
KALV
442
DELISTED
KalVista Pharmaceuticals
KALV
$56.5M 0.01%
2,808,583
HALO icon
443
Halozyme
HALO
$8.96B
$56.4M 0.01%
871,902
-7,972
-0.9% -$562K
STUB
444
StubHub Holdings
STUB
$3.93B
$56.2M 0.01%
9,002,141
+7,892,719
+711% +$82.2M
SRRK icon
445
Scholar Rock
SRRK
$6.5B
$55.5M 0.01%
1,128,752
OR icon
446
OR Royalties Inc
OR
$5.43B
$55.2M 0.01%
+1,450,134
New +$59.6M
GGG icon
447
Graco
GGG
$12.3B
$54.5M 0.01%
644,000
-317,554
-33% -$28.1M
STRL icon
448
Sterling Infrastructure
STRL
$20.9B
$53.9M 0.01%
+132,369
New +$51.8M
ITUB icon
449
Itaú Unibanco
ITUB
$94.1B
$52.5M 0.01%
6,262,952
-7,073,903
-53% -$59.2M
SLDE
450
Slide Insurance Holdings
SLDE
$2.43B
$52.5M 0.01%
2,915,649
-1,567,531
-35% -$27.4M

Similar funds