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
$412B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1 +$2.75B
2 +$1.69B
3 +$1.24B
4
PFE icon
Pfizer
PFE
+$973M
5
TMUS icon
T-Mobile US
TMUS
+$965M

Top Sells

1 +$2.04B
2 +$1.97B
3 +$1.8B
4
AVGO icon
Broadcom
AVGO
+$1.41B
5
EOG icon
EOG Resources
EOG
+$1.02B

Sector Composition

1 Technology 17.28%
2 Healthcare 14.83%
3 Financials 14.5%
4 Consumer Discretionary 11.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$187M 0.05%
8,986,670
+4,121,670
252
$187M 0.05%
2,353,322
253
$186M 0.05%
1,221,022
-1,277,747
254
$185M 0.05%
2,474,730
-5,841,400
255
$185M 0.04%
3,878,834
+28,468
256
$183M 0.04%
1,411,800
257
$181M 0.04%
8,448,500
+1,967,000
258
$175M 0.04%
3,056,500
259
$170M 0.04%
1,291,720
+54,750
260
$169M 0.04%
3,993,100
+14,430
261
$164M 0.04%
26,303,496
+4,071,966
262
$164M 0.04%
2,520,700
-553,300
263
$161M 0.04%
+14,600,000
264
$158M 0.04%
1,243,700
265
$157M 0.04%
3,313,304
266
$157M 0.04%
2,464,400
267
$156M 0.04%
1,253,000
268
$155M 0.04%
7,095,874
+688,000
269
$145M 0.04%
3,562,500
+715,000
270
$144M 0.04%
5,659,680
-332,415
271
$144M 0.04%
1,700,000
272
$143M 0.03%
3,990,000
+908,000
273
$142M 0.03%
1,369,300
-461,000
274
$141M 0.03%
4,255,489
+246,000
275
$138M 0.03%
1,554,027
+336,000