Capital World Investors

Capital World Investors Portfolio holdings

AUM $617B
 

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.

AUM
$617B
AUM Growth
-$41.5B
Cap. Flow
-$7.34B
Cap. Flow %
-1.19%
Top 10 Pos %
28%
Holding
587
New
44
Increased
259
Reduced
160
Closed
35

Sector Composition

1Technology21.43%
2Healthcare15.23%
3Financials14.79%
4Consumer Discretionary12.55%
5Communication Services9.78%
Name Market Value Shares or Principal Shares
Change %
Capital Flow Portfolio Weight
$26B155,100,449
-41,868,805
-21%
-$7.01B
4.21%
$24.9B66,409,801
-1,917,183
-3%
-$720M
4.04%
$21.9B38,081,486
-2,235,619
-6%
-$1.29B
3.56%
$20.5B129,103,092
+6,518,882
+5%
+$1.03B
3.32%
$15.2B18,382,573
-1,169,934
-6%
-$966M
2.46%
$15.1B139,684,035
-1,237,579
-0.9%
-$134M
2.45%
$13.8B28,533,308
+207,613
+0.7%
+$101M
2.24%
$12.6B66,346,659
+637,163
+1%
+$121M
2.05%
$11.9B22,779,755
+1,264,026
+6%
+$662M
1.93%
$10.7B11,516,746
-262,878
-2%
-$245M
1.74%
$10.4B40,264,180
-954,950
-2%
-$247M
1.69%
$8.89B40,006,792
+7,833,045
+24%
+$1.74B
1.44%
$8.2B23,402,957
+125,335
+0.5%
+$43.9M
1.33%
$7.3B74,466,420
+19,542,190
+36%
+$1.92B
1.18%
$6.43B208,912,321
-57,442,431
-22%
-$1.77B
1.04%
$6.18B25,178,569
-3,695,363
-13%
-$906M
1%
$6.08B39,312,682
+1,236,941
+3%
+$191M
0.98%
$6B53,547,901
-18,158,461
-25%
-$2.03B
0.97%
$5.97B46,516,720
+597,393
+1%
+$76.6M
0.97%
$5.5B11,061,400
+1,631,280
+17%
+$812M
0.89%
$5.46B147,863,217
+6,182,940
+4%
+$228M
0.88%
$5.44B3,929,539
+137,612
+4%
+$190M
0.88%
$5.31B33,974,599
+1,957,796
+6%
+$306M
0.86%
$5.2B16,701,609
+10,205,899
+157%
+$3.18B
0.84%
$5.13B13,988,938
-5,663,141
-29%
-$2.08B
0.83%