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
$398B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$7.75B
2 +$3.1B
3 +$2.82B
4
META icon
Meta Platforms (Facebook)
META
+$1.53B
5
GEN icon
Gen Digital
GEN
+$1.18B

Top Sells

1 +$2.01B
2 +$1.64B
3 +$610M
4
TXN icon
Texas Instruments
TXN
+$605M
5
LNKD
LinkedIn Corporation
LNKD
+$576M

Sector Composition

1 Technology 16.82%
2 Financials 12.84%
3 Healthcare 11.66%
4 Consumer Discretionary 11.15%
5 Energy 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$105M 0.03%
4,713,758
+3,978,758
277
$105M 0.03%
11,478,000
+463,000
278
$104M 0.03%
1,601,026
-558,342
279
$104M 0.03%
1,663,000
+328,000
280
$102M 0.03%
1,292,140
281
$101M 0.03%
3,503,000
-261,000
282
$101M 0.03%
+3,586,733
283
$97M 0.02%
660,000
284
$95.1M 0.02%
3,549,900
+200,000
285
$90.9M 0.02%
35,375,000
-18,795,000
286
$90.2M 0.02%
1,643,454
287
$90M 0.02%
1,655,727
+30,851
288
$88.4M 0.02%
2,185,000
289
$86.3M 0.02%
1,174,000
-5,200,000
290
$83.5M 0.02%
470,100
291
$81.8M 0.02%
1,825,000
+266,000
292
$81M 0.02%
700,000
293
$80.1M 0.02%
1,680,000
294
$79.2M 0.02%
3,111,210
295
$78.7M 0.02%
1,805,000
296
$77.9M 0.02%
3,096,730
+277,386
297
$77M 0.02%
3,909,134
298
$76.9M 0.02%
3,330,700
299
$75.4M 0.02%
+2,500,000
300
$75M 0.02%
1,013,000
+880,000