Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

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 Quarter Est. Return
1 Year Est. Return
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362B
AUM Growth
+$4.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.61B
2 +$2.3B
3 +$1.27B
4
DD
Du Pont De Nemours E I
DD
+$1.22B
5
META icon
Meta Platforms (Facebook)
META
+$892M

Top Sells

1 +$2.12B
2 +$1.7B
3 +$1.42B
4
CSCO icon
Cisco
CSCO
+$1.01B
5
CRM icon
Salesforce
CRM
+$904M

Sector Composition

1 Technology 12.9%
2 Healthcare 12.58%
3 Consumer Discretionary 12.26%
4 Financials 11.35%
5 Consumer Staples 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$185M 0.05%
33,482,989
-370,480
227
$182M 0.05%
+3,458,911
228
$181M 0.05%
4,616,456
+7,100
229
$180M 0.05%
1,300,538
-346,100
230
$178M 0.05%
5,412,503
+2,183
231
$176M 0.05%
9,667,000
-2,595,000
232
$168M 0.05%
2,490,000
233
$167M 0.05%
4,000,000
234
$165M 0.05%
2,214,780
+40,000
235
$162M 0.04%
3,865,697
-9,371,000
236
$159M 0.04%
2,664,000
-9,062,981
237
$156M 0.04%
600,000
-310,000
238
$143M 0.04%
2,200,000
-375,000
239
$140M 0.04%
3,667,501
-90,000
240
$137M 0.04%
2,000,000
+1,146,240
241
$133M 0.04%
9,247,000
-3,698,800
242
$133M 0.04%
2,046,744
+1,004,400
243
$131M 0.04%
5,103,280
+2,414,665
244
$127M 0.04%
3,136,120
245
$127M 0.04%
2,793,636
+35,952
246
$126M 0.03%
691,580
+471,580
247
$124M 0.03%
54,170,000
-29,700,000
248
$122M 0.03%
3,760,341
-3,437,659
249
$122M 0.03%
4,049,000
250
$122M 0.03%
1,938,603