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
$398B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$7.75B
2 +$3.1B
3 +$2.82B
4
META icon
Meta Platforms (Facebook)
META
+$1.53B
5
GEN icon
Gen Digital
GEN
+$1.18B

Top Sells

1 +$2.01B
2 +$1.64B
3 +$610M
4
TXN icon
Texas Instruments
TXN
+$605M
5
LNKD
LinkedIn Corporation
LNKD
+$576M

Sector Composition

1 Technology 16.82%
2 Financials 12.84%
3 Healthcare 11.66%
4 Consumer Discretionary 11.15%
5 Energy 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$147M 0.04%
1,405,000
252
$143M 0.04%
2,005,000
253
$137M 0.03%
2,065,000
+318,000
254
$136M 0.03%
3,122,044
255
$131M 0.03%
2,033,130
-4,450,061
256
$128M 0.03%
1,270,425
+239,475
257
$128M 0.03%
306,095
+3,120
258
$126M 0.03%
3,778,613
+328,766
259
$124M 0.03%
1,924,369
-312,295
260
$123M 0.03%
1,591,050
261
$122M 0.03%
3,000,000
-1,000,000
262
$122M 0.03%
8,006,717
263
$119M 0.03%
1,264,207
-896,949
264
$118M 0.03%
1,000,000
265
$115M 0.03%
+961,198
266
$114M 0.03%
7,482,000
267
$113M 0.03%
2,191,884
-9,608,116
268
$112M 0.03%
652,500
269
$110M 0.03%
+2,896,665
270
$110M 0.03%
308,139
-770,348
271
$108M 0.03%
1,649,935
-2,363,988
272
$107M 0.03%
1,400,000
-350,000
273
$106M 0.03%
5,479,700
274
$105M 0.03%
930,000
-4,951,783
275
$105M 0.03%
10,682,510
-3,494,511