Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$1.75B
2 +$1.09B
3 +$1.06B
4
PG icon
Procter & Gamble
PG
+$1.01B
5
COP icon
ConocoPhillips
COP
+$607M

Top Sells

1 +$3.58B
2 +$1.23B
3 +$1.11B
4
DD icon
DuPont de Nemours
DD
+$850M
5
HD icon
Home Depot
HD
+$665M

Sector Composition

1 Industrials 13.81%
2 Financials 13.33%
3 Healthcare 12.6%
4 Technology 10.74%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$128M 0.04%
2,265,000
277
$127M 0.04%
2,952,149
+1,621,149
278
$126M 0.03%
1,250,000
279
$124M 0.03%
1,989,835
-17,356
280
$121M 0.03%
+11,925,200
281
$117M 0.03%
4,745,000
+25,000
282
$117M 0.03%
2,500,000
283
$116M 0.03%
1,855,000
-3,350,000
284
$114M 0.03%
12,362,100
285
$112M 0.03%
5,057,595
286
$112M 0.03%
8,150,625
287
$111M 0.03%
178,606
288
$110M 0.03%
3,480,000
-49,700
289
$110M 0.03%
2,675,000
+30,000
290
$108M 0.03%
1,620,000
291
$107M 0.03%
1,786,667
+970,000
292
$106M 0.03%
2,135,200
-1,000,000
293
$105M 0.03%
1,438,000
+33,000
294
$103M 0.03%
2,583,329
295
$102M 0.03%
1,432,100
296
$101M 0.03%
5,340,000
297
$101M 0.03%
5,000,000
298
$101M 0.03%
3,340,000
299
$98.9M 0.03%
943,698
-84,700
300
$96.1M 0.03%
1,815,155