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
$351B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1 +$2.34B
2 +$1.94B
3 +$1.44B
4
CMCSA icon
Comcast
CMCSA
+$1.25B
5
MSFT icon
Microsoft
MSFT
+$1.2B

Top Sells

1 +$1.46B
2 +$1.37B
3 +$1.25B
4
PEP icon
PepsiCo
PEP
+$1.19B
5
GILD icon
Gilead Sciences
GILD
+$1.09B

Sector Composition

1 Industrials 14.32%
2 Financials 13.53%
3 Healthcare 12.74%
4 Consumer Discretionary 10.86%
5 Technology 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$142M 0.04%
1,414,277
-544,023
252
$141M 0.04%
6,130,000
253
$134M 0.04%
1,981,860
254
$134M 0.04%
4,326,000
255
$133M 0.04%
1,930,000
256
$133M 0.04%
9,588,000
257
$133M 0.04%
2,645,000
+477,090
258
$132M 0.04%
1,700,000
259
$131M 0.04%
4,942,300
+3,710,300
260
$131M 0.04%
4,549,000
-1,077,479
261
$130M 0.04%
1,695,000
262
$128M 0.04%
3,417,000
263
$123M 0.04%
1,925,000
-600,000
264
$123M 0.03%
1,250,000
-250,000
265
$121M 0.03%
4,000,000
266
$121M 0.03%
1,850,000
267
$119M 0.03%
2,500,000
268
$115M 0.03%
22,954,400
269
$111M 0.03%
2,265,000
+800,000
270
$111M 0.03%
3,529,700
+800,000
271
$111M 0.03%
1,710,359
+1,186,000
272
$109M 0.03%
2,000,000
273
$109M 0.03%
+3,195,000
274
$108M 0.03%
2,007,191
-118,512
275
$102M 0.03%
4,720,000
+3,230,000