Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$1.75B
2 +$1.09B
3 +$1.06B
4
PG icon
Procter & Gamble
PG
+$1.01B
5
COP icon
ConocoPhillips
COP
+$607M

Top Sells

1 +$3.58B
2 +$1.23B
3 +$1.11B
4
DD icon
DuPont de Nemours
DD
+$850M
5
HD icon
Home Depot
HD
+$665M

Sector Composition

1 Industrials 13.81%
2 Financials 13.33%
3 Healthcare 12.6%
4 Technology 10.74%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$159M 0.04%
2,392,727
-2,067,273
252
$158M 0.04%
3,497,430
+294,000
253
$158M 0.04%
+3,865,697
254
$158M 0.04%
3,925,000
+2,055,672
255
$155M 0.04%
3,469,800
+52,800
256
$151M 0.04%
726,763
-564,200
257
$151M 0.04%
2,098,980
-564,911
258
$150M 0.04%
10,309,134
259
$149M 0.04%
4,120,000
-892,905
260
$148M 0.04%
4,525,000
261
$148M 0.04%
4,326,000
262
$146M 0.04%
1,500,000
263
$142M 0.04%
6,740,712
-11,727,936
264
$139M 0.04%
1,640,000
-7,826,700
265
$138M 0.04%
7,711,321
+5,063,321
266
$138M 0.04%
1,981,860
267
$136M 0.04%
2,121,088
+410,729
268
$135M 0.04%
1,700,000
269
$135M 0.04%
1,943,000
+18,000
270
$134M 0.04%
1,850,000
271
$131M 0.04%
4,049,000
-500,000
272
$129M 0.04%
410,500
+358,000
273
$129M 0.04%
4,000,000
274
$129M 0.04%
1,930,000
275
$128M 0.04%
6,000,000
-130,000