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
$541B
AUM Growth
+$22.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$2.2B
2 +$2.06B
3 +$1.58B
4
STLA icon
Stellantis
STLA
+$1.48B
5
TD icon
Toronto Dominion Bank
TD
+$1.15B

Top Sells

1 +$3.56B
2 +$1.89B
3 +$1.8B
4
MA icon
Mastercard
MA
+$1.34B
5
PFE icon
Pfizer
PFE
+$1.32B

Sector Composition

1 Technology 19.18%
2 Consumer Discretionary 15.92%
3 Financials 14.64%
4 Healthcare 14.55%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$383M 0.07%
19,218,196
-1,971,029
227
$382M 0.07%
3,038,571
+194,686
228
$377M 0.07%
1,800,373
-236,502
229
$372M 0.07%
3,798,176
230
$370M 0.07%
10,278,061
+2,213,061
231
$366M 0.07%
2,363,290
+943
232
$366M 0.07%
10,021,517
+1,167,855
233
$365M 0.07%
11,190,000
+6,747,000
234
$365M 0.07%
6,402,056
-850,481
235
$357M 0.07%
3,700,000
+700,000
236
$355M 0.07%
960,600
-101,219
237
$355M 0.07%
+5,697,398
238
$343M 0.06%
1,835,000
239
$341M 0.06%
1,538,500
-160,244
240
$340M 0.06%
3,138,825
+1,423
241
$325M 0.06%
13,640,855
-135,329
242
$324M 0.06%
4,739,936
+90,488
243
$323M 0.06%
7,123,734
+1,392
244
$315M 0.06%
4,260,643
+5,493
245
$315M 0.06%
2,766,905
-362,819
246
$314M 0.06%
1,645,797
-1,906,159
247
$313M 0.06%
+6,337,047
248
$311M 0.06%
6,368,402
+386,133
249
$307M 0.06%
65,257
+12,415
250
$300M 0.06%
+5,807,304