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
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$1.95B
2 +$1.48B
3 +$1.47B
4
PBR icon
Petrobras
PBR
+$1.38B
5
PX
Praxair Inc
PX
+$932M

Top Sells

1 +$1.56B
2 +$918M
3 +$849M
4
HD icon
Home Depot
HD
+$844M
5
POT
Potash Corp Of Saskatchewan
POT
+$765M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$183M 0.05%
+12,945,800
252
$178M 0.05%
7,980,000
253
$175M 0.05%
4,129,738
+130,000
254
$171M 0.05%
2,198,331
-711,910
255
$170M 0.05%
9,402,000
256
$161M 0.04%
2,320,000
257
$160M 0.04%
5,000,000
258
$160M 0.04%
4,831,578
-1,918,422
259
$158M 0.04%
2,565,683
260
$149M 0.04%
1,720,000
261
$145M 0.04%
4,701,375
+2,601,375
262
$144M 0.04%
4,420,000
263
$144M 0.04%
2,230,000
264
$143M 0.04%
3,421,756
-29,644
265
$143M 0.04%
2,140,000
266
$141M 0.04%
2,617,200
267
$138M 0.04%
1,625,000
+260,000
268
$137M 0.04%
3,925,000
269
$137M 0.04%
21,890,000
270
$134M 0.04%
1,874,780
+606,080
271
$133M 0.04%
1,500,000
272
$131M 0.04%
2,172,359
273
$131M 0.04%
3,438,000
274
$129M 0.03%
4,000,000
275
$126M 0.03%
4,290,000