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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
ISRG icon
51
Intuitive Surgical
ISRG
$144B
$3.71B 0.51%
8,048,010
+191,992
+2% +$97.1M
AON icon
52
Aon
AON
$78.5B
$3.7B 0.51%
11,477,788
-775,116
-6% -$258M
ALNY icon
53
Alnylam Pharmaceuticals
ALNY
$38.5B
$3.57B 0.49%
10,802,348
-5,499,424
-34% -$1.87B
INTC icon
54
Intel
INTC
$518B
$3.52B 0.48%
79,877,133
-24,183,135
-23% -$1.11B
ABBV icon
55
AbbVie
ABBV
$438B
$3.45B 0.47%
15,841,367
+2,769,923
+21% +$614M
BN icon
56
Brookfield
BN
$106B
$3.33B 0.45%
82,340,675
-16,728,341
-17% -$741M
COF icon
57
Capital One
COF
$125B
$3.3B 0.45%
18,120,639
-6,614,887
-27% -$1.38B
TMO icon
58
Thermo Fisher Scientific
TMO
$196B
$3.27B 0.45%
6,646,316
-4,357,498
-40% -$2.36B
BKNG icon
59
Booking.com
BKNG
$136B
$3.24B 0.44%
19,229,025
+3,185,950
+20% +$586M
WDC icon
60
Western Digital
WDC
$191B
$3.21B 0.44%
11,880,038
+10,816,431
+1,017% +$2.82B
QSR icon
61
Restaurant Brands International
QSR
$26.2B
$3.17B 0.43%
42,858,035
-667,535
-2% -$46.9M
T icon
62
AT&T
T
$150B
$3.17B 0.43%
109,243,734
+64,066,995
+142% +$1.71B
CRM icon
63
Salesforce
CRM
$140B
$3.12B 0.43%
16,711,525
-2,961,159
-15% -$614M
MRSH
64
Marsh
MRSH
$87.5B
$3.12B 0.43%
17,969,182
+1,044,051
+6% +$188M
CTVA icon
65
Corteva
CTVA
$57.6B
$3.01B 0.41%
35,998,047
+14,642,858
+69% +$1.1B
AJG icon
66
Arthur J. Gallagher & Co
AJG
$67.1B
$2.99B 0.41%
13,817,720
+1,204,349
+10% +$278M
BKR icon
67
Baker Hughes
BKR
$57.2B
$2.96B 0.4%
48,433,252
+1,198,298
+3% +$69.3M
DRI icon
68
Darden Restaurants
DRI
$22.5B
$2.93B 0.4%
14,928,684
-232,593
-2% -$47.8M
JNJ icon
69
Johnson & Johnson
JNJ
$621B
$2.87B 0.39%
11,749,361
+2,056,477
+21% +$479M
FTAI icon
70
FTAI Aviation
FTAI
$21.5B
$2.85B 0.39%
11,646,761
+2,729,931
+31% +$723M
BA.PRA
71
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.69B
$2.84B 0.39%
43,705,702
+10,796,698
+33% +$786M
PGR icon
72
Progressive
PGR
$137B
$2.81B 0.38%
14,173,539
+4,650,923
+49% +$960M
RGLD icon
73
Royal Gold
RGLD
$16.4B
$2.68B 0.37%
10,516,187
+782,380
+8% +$208M
NKE icon
74
Nike
NKE
$64.8B
$2.67B 0.36%
50,477,362
+1,407,411
+3% +$85.3M
KDP icon
75
Keurig Dr Pepper
KDP
$42.5B
$2.61B 0.36%
99,030,129
+576,257
+0.6% +$16.2M

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