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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
B
126
Barrick Mining
B
$60.2B
$1.19B 0.16%
29,226,328
+12,810,828
+78% +$592M
WFC icon
127
Wells Fargo
WFC
$268B
$1.18B 0.16%
14,886,716
-2,975,852
-17% -$256M
UBER icon
128
Uber
UBER
$151B
$1.17B 0.16%
16,307,351
-970,680
-6% -$74.7M
PWR icon
129
Quanta Services
PWR
$97B
$1.14B 0.16%
2,070,989
-3,731,933
-64% -$1.92B
LMT icon
130
Lockheed Martin
LMT
$120B
$1.13B 0.15%
1,870,753
+53,167
+3% +$32.8M
VNOM icon
131
Viper Energy
VNOM
$8.44B
$1.13B 0.15%
24,017,493
+11,100,936
+86% +$476M
XPO icon
132
XPO
XPO
$24.6B
$1.12B 0.15%
5,778,228
-4,695,176
-45% -$842M
CEG icon
133
Constellation Energy
CEG
$92B
$1.11B 0.15%
3,977,135
+1,631,804
+70% +$496M
CARR icon
134
Carrier Global
CARR
$57B
$1.11B 0.15%
19,715,766
-2,937,705
-13% -$174M
REGN icon
135
Regeneron Pharmaceuticals
REGN
$69.5B
$1.1B 0.15%
1,419,000
+20,997
+2% +$16.1M
COP icon
136
ConocoPhillips
COP
$137B
$1.09B 0.15%
8,274,574
+3,076,058
+59% +$341M
BRO icon
137
Brown & Brown
BRO
$23.5B
$1.08B 0.15%
16,493,922
-1,392,473
-8% -$100M
PG icon
138
Procter & Gamble
PG
$345B
$1.07B 0.15%
7,434,848
+3,033,021
+69% +$460M
W icon
139
Wayfair
W
$11.4B
$1.04B 0.14%
13,791,783
+334,625
+2% +$30.3M
AFRM icon
140
Affirm
AFRM
$27.4B
$1.03B 0.14%
22,512,923
+802,009
+4% +$46.3M
UAL icon
141
United Airlines
UAL
$39.3B
$1.02B 0.14%
11,112,611
+3,847,081
+53% +$403M
FTI icon
142
TechnipFMC
FTI
$29.1B
$992M 0.14%
14,345,956
+27,312
+0.2% +$1.64M
AMT icon
143
American Tower
AMT
$79B
$978M 0.13%
5,667,888
+1,446,797
+34% +$260M
BSX icon
144
Boston Scientific
BSX
$66.4B
$961M 0.13%
15,309,738
-11,841,837
-44% -$947M
KEYS icon
145
Keysight
KEYS
$54.8B
$953M 0.13%
3,374,204
-566,563
-14% -$142M
MRNA icon
146
Moderna
MRNA
$26.6B
$950M 0.13%
18,697,694
+5,869,654
+46% +$274M
ICE icon
147
Intercontinental Exchange
ICE
$77.9B
$949M 0.13%
6,034,483
-1,872,916
-24% -$306M
LYB icon
148
LyondellBasell Industries
LYB
$18.8B
$947M 0.13%
11,749,410
+1,905,480
+19% +$113M
HCA icon
149
HCA Healthcare
HCA
$86.7B
$933M 0.13%
1,972,429
-3,026,993
-61% -$1.52B
EPAM icon
150
EPAM Systems
EPAM
$4.51B
$926M 0.13%
6,840,142
+3,160,552
+86% +$540M

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