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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
TOL icon
176
Toll Brothers
TOL
$13.8B
$711M 0.1%
5,207,777
+11,475
+0.2% +$1.68M
TSCO icon
177
Tractor Supply
TSCO
$15.9B
$705M 0.1%
15,565,779
+408,732
+3% +$20.8M
ALGN icon
178
Align Technology
ALGN
$12.9B
$698M 0.1%
4,072,296
+2,581,793
+173% +$452M
LPLA icon
179
LPL Financial
LPLA
$25.7B
$696M 0.09%
2,312,446
-1,312,911
-36% -$441M
EXE
180
Expand Energy Corp
EXE
$20.8B
$682M 0.09%
+6,211,571
New +$663M
CIEN icon
181
Ciena
CIEN
$63.1B
$670M 0.09%
1,724,807
-144,074
-8% -$44.1M
HEI icon
182
HEICO Corp
HEI
$48.1B
$648M 0.09%
2,364,929
-2,345,520
-50% -$755M
EXR icon
183
Extra Space Storage
EXR
$30.7B
$627M 0.09%
4,779,562
-2,311,441
-33% -$326M
PFE icon
184
Pfizer
PFE
$140B
$616M 0.08%
21,947,486
+513,596
+2% +$13.7M
CPRT icon
185
Copart
CPRT
$25.4B
$604M 0.08%
18,186,568
-9,541,830
-34% -$359M
AIG icon
186
American International
AIG
$42.4B
$602M 0.08%
+8,000,000
New +$612M
SOMN
187
The Southern Company 2025 Series A Corp Units
SOMN
$598M 0.08%
11,642,572
+534,000
+5% +$27.5M
RDDT icon
188
Reddit
RDDT
$38.7B
$595M 0.08%
4,422,613
-1,203,404
-21% -$205M
Z icon
189
Zillow
Z
$7.37B
$587M 0.08%
14,195,769
+3,369,703
+31% +$179M
AMAT icon
190
Applied Materials
AMAT
$457B
$585M 0.08%
1,710,629
-1,061,768
-38% -$357M
NSC icon
191
Norfolk Southern
NSC
$73.6B
$576M 0.08%
2,006,672
+259,165
+15% +$77M
HSY icon
192
Hershey
HSY
$35.5B
$572M 0.08%
+2,750,000
New +$580M
CNM icon
193
Core & Main
CNM
$8.38B
$572M 0.08%
11,571,392
+5,278,652
+84% +$284M
MTN icon
194
Vail Resorts
MTN
$5.4B
$568M 0.08%
4,426,129
+1,229,684
+38% +$168M
BTI icon
195
British American Tobacco
BTI
$127B
$566M 0.08%
9,688,305
+169,738
+2% +$10M
PFG icon
196
Principal Financial Group
PFG
$24.5B
$543M 0.07%
+6,026,881
New +$551M
MSTR icon
197
Strategy Inc
MSTR
$33.4B
$534M 0.07%
4,282,108
+1,370,797
+47% +$196M
DKNG icon
198
DraftKings
DKNG
$13.1B
$534M 0.07%
24,711,953
+6,085,524
+33% +$165M
COO icon
199
Cooper Companies
COO
$13.9B
$530M 0.07%
7,414,949
-2,793,254
-27% -$221M
RSG icon
200
Republic Services
RSG
$68.7B
$524M 0.07%
2,391,031
-6,374,592
-73% -$1.4B

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