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
$520B
AUM Growth
+$36.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1 +$1.37B
2 +$1.28B
3 +$1.24B
4
HAL icon
Halliburton
HAL
+$1.21B
5
AAPL icon
Apple
AAPL
+$1.04B

Top Sells

1 +$1.67B
2 +$1.19B
3 +$1.02B
4
DHI icon
D.R. Horton
DHI
+$1.01B
5
PXD
Pioneer Natural Resource Co.
PXD
+$952M

Sector Composition

1 Technology 22.04%
2 Healthcare 17.21%
3 Consumer Discretionary 12.51%
4 Financials 10.77%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$361M 0.07%
1,059,218
-14,954
227
$360M 0.07%
5,754,161
-624,001
228
$360M 0.07%
2,076,550
+611
229
$346M 0.07%
908,300
230
$332M 0.06%
904,412
+47,376
231
$331M 0.06%
2,381,688
+112,895
232
$325M 0.06%
709,384
+205
233
$320M 0.06%
3,964,002
+458,288
234
$315M 0.06%
3,965,269
-679,830
235
$310M 0.06%
4,471,144
+488,098
236
$304M 0.06%
7,883,500
237
$303M 0.06%
1,847,498
-350,991
238
$300M 0.06%
5,396,019
-1,902,632
239
$289M 0.06%
10,782,553
-3,948
240
$279M 0.05%
+6,311,533
241
$275M 0.05%
4,010,170
+71,128
242
$274M 0.05%
584,905
-302,976
243
$273M 0.05%
+2,627,666
244
$264M 0.05%
5,888,183
+2,124
245
$263M 0.05%
10,046,201
-636,236
246
$263M 0.05%
2,388,096
247
$263M 0.05%
5,762,500
248
$261M 0.05%
4,384,052
-73,886
249
$257M 0.05%
16,783,050
+1,453,822
250
$257M 0.05%
3,244,217