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
$385B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$1.1B
3 +$988M
4
JCI icon
Johnson Controls International
JCI
+$687M
5
INTC icon
Intel
INTC
+$613M

Top Sells

1 +$1.23B
2 +$1.15B
3 +$1.07B
4
COST icon
Costco
COST
+$614M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$581M

Sector Composition

1 Technology 13.76%
2 Healthcare 13.05%
3 Consumer Discretionary 12.54%
4 Financials 10.55%
5 Energy 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$97.3M 0.03%
470,100
-80,697
277
$94.3M 0.02%
1,335,000
278
$94.1M 0.02%
1,890,000
-187,500
279
$93.2M 0.02%
27,994,232
-4,366,613
280
$90.1M 0.02%
1,292,140
-1,447,300
281
$89.3M 0.02%
6,711,613
282
$87.9M 0.02%
+11,507,960
283
$87.6M 0.02%
1,210,534
-3,162,580
284
$87.1M 0.02%
1,559,000
+36,000
285
$84M 0.02%
11,015,000
286
$83.4M 0.02%
2,185,000
287
$82.9M 0.02%
4,750,000
-6,390,920
288
$81.4M 0.02%
1,624,876
+303,766
289
$80.6M 0.02%
3,349,900
-510,000
290
$79.3M 0.02%
1,323,114
291
$79.3M 0.02%
3,968,786
292
$78.3M 0.02%
+3,200,000
293
$75.8M 0.02%
1,643,454
294
$75.6M 0.02%
682,000
295
$75M 0.02%
1,481,000
296
$73.2M 0.02%
+700,000
297
$72.6M 0.02%
+2,451,000
298
$72.1M 0.02%
652,500
299
$71.4M 0.02%
3,558,286
+229,000
300
$69.9M 0.02%
3,330,700