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
$369B
AUM Growth
-$41.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$2.81B
2 +$2.16B
3 +$1.76B
4
META icon
Meta Platforms (Facebook)
META
+$1.24B
5
PNC icon
PNC Financial Services
PNC
+$1.14B

Top Sells

1 +$1.53B
2 +$1.5B
3 +$1.42B
4
AMZN icon
Amazon
AMZN
+$1.15B
5
PM icon
Philip Morris
PM
+$745M

Sector Composition

1 Technology 17.17%
2 Healthcare 14.99%
3 Financials 14.74%
4 Consumer Discretionary 12.54%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$109M 0.03%
2,275,448
-3,079
277
$108M 0.03%
1,500,000
278
$107M 0.03%
3,360,151
-552,004
279
$107M 0.03%
3,082,000
+151,000
280
$104M 0.03%
4,009,489
+52,000
281
$104M 0.03%
1,218,027
-1,243,814
282
$103M 0.03%
5,556,082
-6,603,686
283
$102M 0.03%
+1,000,000
284
$100M 0.03%
3,150,223
-476,668
285
$98.2M 0.03%
6,178,741
-6,564,759
286
$98M 0.03%
4,502,000
+621,000
287
$95.2M 0.03%
6,407,874
+647,446
288
$94.1M 0.03%
8,511,600
+207,600
289
$93.7M 0.03%
2,163,000
-395,000
290
$93.6M 0.03%
1,036,000
291
$93.5M 0.03%
2,793,811
+528,500
292
$92.4M 0.03%
27,679,400
+5,879,400
293
$90.5M 0.02%
22,231,530
-115,168
294
$90.4M 0.02%
2,882,958
+1,447,958
295
$88.7M 0.02%
5,883,159
296
$88.1M 0.02%
+4,865,000
297
$83.6M 0.02%
2,782,000
298
$83.5M 0.02%
4,420,000
299
$83M 0.02%
4,499,868
300
$82.3M 0.02%
1,335,000