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
$356B
AUM Growth
-$6.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$1.12B
3
+$953M
4
NOV icon
NOV
NOV
+$662M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$608M

Top Sells

1
+$3.19B
2
+$1.19B
3
+$1.14B
4
WFC icon
Wells Fargo
WFC
+$993M
5
HD icon
Home Depot
HD
+$939M

Sector Composition

1 Industrials 13.43%
2 Healthcare 13.26%
3 Financials 13.04%
4 Technology 10.89%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$171M 0.05%
4,120,000
252
$162M 0.05%
4,000,000
-12,710,000
253
$161M 0.05%
6,740,712
254
$160M 0.05%
2,565,683
-11,911
255
$157M 0.04%
6,790,720
+3,790,720
256
$152M 0.04%
11,349,134
+1,040,000
257
$150M 0.04%
9,102,321
+1,391,000
258
$148M 0.04%
3,488,100
+18,300
259
$146M 0.04%
2,098,980
260
$146M 0.04%
7,980,000
-11,670,000
261
$146M 0.04%
3,841,000
+1,166,000
262
$143M 0.04%
1,500,000
263
$142M 0.04%
1,640,000
264
$140M 0.04%
2,743,000
+800,000
265
$139M 0.04%
2,716,200
-2,187,000
266
$139M 0.04%
3,925,000
267
$137M 0.04%
3,085,000
-550,000
268
$133M 0.04%
+2,000,000
269
$132M 0.04%
525,000
-579,500
270
$130M 0.04%
1,700,000
271
$128M 0.04%
1,930,000
272
$125M 0.04%
4,049,000
273
$125M 0.04%
+2,500,000
274
$124M 0.03%
2,685,000
+850,000
275
$123M 0.03%
11,865,358
-626,223
9 10
11
12 13