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
BABA icon
201
Alibaba
BABA
$269B
$522M 0.07%
4,158,097
-2,347,068
-36% -$353M
BLD
202
DELISTED
TopBuild
BLD
$521M 0.07%
1,483,387
+611,078
+70% +$274M
OWL icon
203
Blue Owl Capital
OWL
$6.28B
$518M 0.07%
56,756,701
-33,488,989
-37% -$405M
JAZZ icon
204
Jazz Pharmaceuticals
JAZZ
$14.9B
$505M 0.07%
2,673,376
+6,774
+0.3% +$1.18M
JCI icon
205
Johnson Controls International
JCI
$87.8B
$503M 0.07%
3,839,076
-1,689,351
-31% -$218M
SW
206
Smurfit Westrock
SW
$22.6B
$497M 0.07%
+12,472,417
New +$538M
WLK icon
207
Westlake Corp
WLK
$9.75B
$492M 0.07%
4,211,006
+2,039,682
+94% +$198M
ONC
208
BeOne Medicines Ltd
ONC
$31.5B
$482M 0.07%
+1,622,687
New +$525M
TRP icon
209
TC Energy
TRP
$70.8B
$476M 0.07%
7,608,584
+281,460
+4% +$17M
CRH icon
210
CRH
CRH
$68.6B
$474M 0.06%
4,514,128
-1,641,771
-27% -$193M
BAM icon
211
Brookfield Asset Management
BAM
$74.5B
$467M 0.06%
10,516,128
+5,449,634
+108% +$266M
TGT icon
212
Target
TGT
$61.2B
$466M 0.06%
3,848,978
-757,112
-16% -$85.4M
RKLB icon
213
Rocket Lab Corp
RKLB
$47.9B
$465M 0.06%
7,242,084
-8,958,642
-55% -$675M
KNSL icon
214
Kinsale Capital Group
KNSL
$7.96B
$448M 0.06%
1,311,315
+323,471
+33% +$123M
RNR icon
215
RenaissanceRe
RNR
$13.7B
$439M 0.06%
1,478,491
-1,068,661
-42% -$310M
MNST icon
216
Monster Beverage
MNST
$94.9B
$429M 0.06%
5,924,784
-476,689
-7% -$37.6M
PEG icon
217
Public Service Enterprise Group
PEG
$40.3B
$428M 0.06%
5,286,331
+12,337
+0.2% +$1.01M
MOH icon
218
Molina Healthcare
MOH
$12.7B
$426M 0.06%
3,199,346
-304,846
-9% -$48.5M
TT icon
219
Trane Technologies
TT
$106B
$426M 0.06%
1,022,692
-2,046
-0.2% -$869K
CPA icon
220
Copa Holdings
CPA
$5.88B
$422M 0.06%
3,713,509
-890,162
-19% -$117M
AUGO
221
Aura Minerals Inc
AUGO
$4.47B
$418M 0.06%
5,127,441
+3,507,339
+216% +$246M
AU icon
222
AngloGold Ashanti
AU
$40.3B
$409M 0.06%
4,199,903
+13,440
+0.3% +$1.38M
ECL icon
223
Ecolab
ECL
$76.5B
$409M 0.06%
1,536,388
-2,357,921
-61% -$665M
CR icon
224
Crane Co
CR
$12.5B
$409M 0.06%
2,388,939
-604,184
-20% -$116M
RNG icon
225
RingCentral
RNG
$3.53B
$408M 0.06%
10,977,364
-767,279
-7% -$24.7M

Similar funds