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
$617B
AUM Growth
-$41.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1 +$3.18B
2 +$1.92B
3 +$1.74B
4
INTC icon
Intel
INTC
+$1.25B
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.17B

Top Sells

1 +$7.01B
2 +$2.75B
3 +$2.08B
4
GILD icon
Gilead Sciences
GILD
+$2.03B
5
EXR icon
Extra Space Storage
EXR
+$1.98B

Sector Composition

1 Technology 21.37%
2 Healthcare 15.23%
3 Financials 14.79%
4 Consumer Discretionary 12.86%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$247M 0.04%
7,068,195
+13,740
252
$247M 0.04%
2,191,050
-5,836,502
253
$243M 0.04%
1,229,648
-440,800
254
$240M 0.04%
9,686,018
-977,423
255
$239M 0.04%
1,927,794
+4,452
256
$239M 0.04%
1,550,514
-1,204,924
257
$232M 0.04%
1,730,171
+311,156
258
$231M 0.04%
53,406,935
+7,098,699
259
$230M 0.04%
905,631
+163,548
260
$229M 0.04%
6,416,746
+684,080
261
$222M 0.04%
5,000,028
-339
262
$221M 0.04%
6,210,021
-517,204
263
$217M 0.04%
6,008,419
-425,005
264
$217M 0.04%
3,078,935
+187,326
265
$212M 0.03%
4,335,703
266
$210M 0.03%
3,073,258
-769,362
267
$206M 0.03%
+6,503,056
268
$203M 0.03%
14,058,883
+9,356,530
269
$199M 0.03%
1,688,000
270
$199M 0.03%
1,251,712
+131,928
271
$198M 0.03%
3,649,309
+2,330
272
$194M 0.03%
15,601,367
-7,145,459
273
$189M 0.03%
3,266,007
+34,998
274
$188M 0.03%
652,804
+4,456
275
$184M 0.03%
909,786
-13,252