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
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.5B
3 +$1.49B
4
PBR icon
Petrobras
PBR
+$1.37B
5
PX
Praxair Inc
PX
+$950M

Top Sells

1 +$1.64B
2 +$918M
3 +$851M
4
LO
LORILLARD INC COM STK
LO
+$849M
5
POT
Potash Corp Of Saskatchewan
POT
+$791M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$124M 0.03%
2,501,700
+301,700
277
$121M 0.03%
5,479,700
278
$119M 0.03%
4,049,000
279
$117M 0.03%
+1,019,000
280
$112M 0.03%
+1,117,000
281
$110M 0.03%
7,121,250
282
$109M 0.03%
5,250,000
283
$109M 0.03%
1,500,692
+146,370
284
$108M 0.03%
1,530,000
285
$108M 0.03%
1,232,625
286
$106M 0.03%
1,432,100
287
$104M 0.03%
1,815,359
+204
288
$103M 0.03%
12,362,100
289
$101M 0.03%
6,168,441
-4,266,693
290
$101M 0.03%
5,000,000
291
$100M 0.03%
750,000
292
$98.8M 0.03%
2,500,000
293
$97.5M 0.03%
1,215,000
294
$95.6M 0.03%
4,335,000
295
$94.6M 0.03%
2,000,000
-500,000
296
$93.9M 0.03%
652,500
297
$91.8M 0.02%
1,042,344
298
$90.6M 0.02%
1,666,667
299
$90.5M 0.02%
3,225,021
+283,700
300
$90.4M 0.02%
4,010,000
-3,825,000