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
$426B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1 +$1.02B
2 +$706M
3 +$681M
4
MO icon
Altria Group
MO
+$664M
5
BIDU icon
Baidu
BIDU
+$612M

Top Sells

1 +$1.89B
2 +$1.42B
3 +$1.29B
4
TXN icon
Texas Instruments
TXN
+$943M
5
BA icon
Boeing
BA
+$884M

Sector Composition

1 Technology 17.33%
2 Financials 13.22%
3 Consumer Discretionary 12.3%
4 Healthcare 10.85%
5 Communication Services 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$220M 0.05%
373,350
227
$213M 0.05%
8,761,200
+3,246,889
228
$202M 0.05%
7,649,700
+1,082,313
229
$202M 0.05%
+6,783,000
230
$200M 0.05%
2,420,000
231
$198M 0.05%
3,315,000
232
$191M 0.04%
8,780,412
-7,502,922
233
$190M 0.04%
5,679,214
+981,229
234
$183M 0.04%
3,380,500
-200,000
235
$183M 0.04%
10,000,000
236
$180M 0.04%
4,000,000
-2,346,000
237
$179M 0.04%
1,749,000
238
$176M 0.04%
48,620,000
-13,283,160
239
$170M 0.04%
3,390,000
240
$170M 0.04%
1,050,921
+2,491
241
$168M 0.04%
1,750,000
+200,000
242
$167M 0.04%
1,375,000
-30,000
243
$158M 0.04%
3,033,000
244
$155M 0.04%
1,273,289
+4,125
245
$153M 0.04%
12,080,829
+1,398,319
246
$152M 0.04%
4,044,000
+3,574,000
247
$150M 0.04%
3,016,497
+69,255
248
$147M 0.03%
4,249,281
249
$147M 0.03%
2,034,978
+135,299
250
$144M 0.03%
2,029,750
-9,044,999