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
SPY icon
476
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$40.5M 0.01%
64,032
+11,466
+22% +$7.8M
NYAX
477
Nayax
NYAX
$2.32B
$40.5M 0.01%
715,793
-84,259
-11% -$4.75M
VFC icon
478
VF Corp
VFC
$6.54B
$40.4M 0.01%
2,380,695
KVYO icon
479
Klaviyo
KVYO
$5.21B
$39.7M 0.01%
2,040,048
+892,113
+78% +$19.1M
OKTA icon
480
Okta
OKTA
$25.8B
$39.4M 0.01%
500,000
SOC icon
481
Sable Offshore Corp
SOC
$855M
$39.1M 0.01%
+2,364,101
New +$27.6M
APAM icon
482
Artisan Partners
APAM
$2.63B
$38.5M 0.01%
1,058,685
+148,163
+16% +$6.06M
FIBK icon
483
First Interstate BancSystem
FIBK
$3.81B
$38.3M 0.01%
+1,146,394
New +$41M
MSA icon
484
Mine Safety
MSA
$6.56B
$37.7M 0.01%
229,725
+116,884
+104% +$21.4M
ATRO icon
485
Astronics
ATRO
$3.62B
$37.4M 0.01%
+673,127
New +$40.6M
TMDX icon
486
Transmedics
TMDX
$2.59B
$37.2M 0.01%
374,177
+146,736
+65% +$19.1M
ORCL.PRD
487
Oracle Corp Preferred Stock Series D
ORCL.PRD
$37.1M 0.01%
+823,619
New +$38.9M
MYE icon
488
Myers Industries
MYE
$1.15B
$36.9M 0.01%
1,744,184
+1,441,256
+476% +$30.3M
WMS icon
489
Advanced Drainage Systems
WMS
$11.5B
$36M ﹤0.01%
+262,854
New +$40.7M
CDRE icon
490
Cadre Holdings
CDRE
$1.22B
$36M ﹤0.01%
+1,172,357
New +$46.8M
MGRC icon
491
McGrath RentCorp
MGRC
$2.89B
$35.4M ﹤0.01%
321,100
PODD icon
492
Insulet
PODD
$10.9B
$35.3M ﹤0.01%
168,001
+1
+0% +$251
EPRT icon
493
Essential Properties Realty Trust
EPRT
$6.77B
$34.9M ﹤0.01%
1,149,357
+420,119
+58% +$13.3M
FLY
494
Firefly Aerospace
FLY
$3.72B
$34.3M ﹤0.01%
1,205,209
IBP icon
495
Installed Building Products
IBP
$6.04B
$33.7M ﹤0.01%
127,071
-99,952
-44% -$29.9M
BGSI
496
Boyd Group Services
BGSI
$2.61B
$33.7M ﹤0.01%
263,428
-178,052
-40% -$28.7M
SYRE icon
497
Spyre Therapeutics
SYRE
$8.5B
$33.6M ﹤0.01%
666,564
+466,392
+233% +$17.6M
RSKD icon
498
Riskified
RSKD
$693M
$32.6M ﹤0.01%
8,313,598
RBRK icon
499
Rubrik
RBRK
$17.8B
$32.5M ﹤0.01%
+663,678
New +$38.1M
WEX icon
500
WEX
WEX
$5.51B
$32.3M ﹤0.01%
211,240
+115,427
+120% +$18M

Similar funds