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
$505B
AUM Growth
-$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$983M
3 +$879M
4
EOG icon
EOG Resources
EOG
+$790M
5
LUV icon
Southwest Airlines
LUV
+$781M

Top Sells

1 +$1.48B
2 +$1.43B
3 +$1.29B
4
DHI icon
D.R. Horton
DHI
+$1.21B
5
GTM
ZoomInfo Technologies
GTM
+$892M

Sector Composition

1 Technology 21.44%
2 Healthcare 17.17%
3 Consumer Discretionary 11.91%
4 Financials 10.96%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$242M 0.05%
2,629,442
+1,776
252
$241M 0.05%
7,667,939
+2,185,433
253
$240M 0.05%
3,245,469
+1,252
254
$238M 0.05%
8,822,860
+1,960,607
255
$238M 0.05%
28,965,241
+1,368,362
256
$237M 0.05%
2,388,096
257
$236M 0.05%
1,625,289
+26,605
258
$236M 0.05%
1,435,637
-1,037,629
259
$231M 0.05%
+12,181,273
260
$226M 0.04%
7,883,500
261
$225M 0.04%
3,536,590
+90,682
262
$224M 0.04%
866,079
+303,115
263
$223M 0.04%
3,039,033
-926,236
264
$220M 0.04%
5,757,700
-4,800
265
$213M 0.04%
6,161,645
+27,345
266
$211M 0.04%
24,493,714
-75,245
267
$211M 0.04%
714,833
+189,028
268
$206M 0.04%
+835,804
269
$206M 0.04%
5,395,379
-640
270
$205M 0.04%
+5,566,693
271
$204M 0.04%
4,233,516
+2,400
272
$203M 0.04%
1,684,100
+259,528
273
$196M 0.04%
2,025,800
274
$188M 0.04%
1,556,608
275
$187M 0.04%
1,252,874