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
$413B
AUM Growth
+$68.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1B
3 +$923M
4
CL icon
Colgate-Palmolive
CL
+$734M
5
SE icon
Sea Limited
SE
+$658M

Top Sells

1 +$5.59B
2 +$4.07B
3 +$3.3B
4
UNH icon
UnitedHealth
UNH
+$2.41B
5
JPM icon
JPMorgan Chase
JPM
+$1.71B

Sector Composition

1 Technology 21.13%
2 Healthcare 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.69%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$270M 0.07%
6,415,094
+1,127,219
227
$261M 0.06%
4,440,153
+2,738,304
228
$254M 0.06%
19,715,474
-5,362,333
229
$253M 0.06%
3,237,413
+32
230
$252M 0.06%
2,760,099
+2,307,943
231
$247M 0.06%
4,245,285
+683,043
232
$245M 0.06%
1,306,327
-83,294
233
$240M 0.06%
3,010,000
-989,999
234
$235M 0.06%
2,580,285
235
$230M 0.06%
2,264,728
-63,800
236
$229M 0.06%
1,865,171
+725,207
237
$228M 0.06%
+17,995,218
238
$228M 0.06%
3,059,720
-3,215,167
239
$227M 0.05%
3,797,380
-96
240
$223M 0.05%
4,411,084
+155,001
241
$223M 0.05%
444,496
+30
242
$219M 0.05%
4,313,477
+100,720
243
$219M 0.05%
+4,285,506
244
$218M 0.05%
+3,104,435
245
$216M 0.05%
+5,047,835
246
$212M 0.05%
267,945
-67,175
247
$211M 0.05%
981,108
-206,557
248
$208M 0.05%
3,208,000
249
$205M 0.05%
5,430,898
-13,781,886
250
$205M 0.05%
4,870,259
-2,874