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
$415B
AUM Growth
-$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$2.65B
2 +$798M
3 +$702M
4
ADSK icon
Autodesk
ADSK
+$648M
5
HON icon
Honeywell
HON
+$552M

Top Sells

1 +$3.61B
2 +$1.42B
3 +$1.36B
4
SYY icon
Sysco
SYY
+$973M
5
NKE icon
Nike
NKE
+$908M

Sector Composition

1 Technology 18.91%
2 Financials 16.6%
3 Healthcare 14.12%
4 Consumer Discretionary 12.14%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$133M 0.03%
500,274
+1
277
$130M 0.03%
1,500,759
278
$127M 0.03%
2,264,006
-2,271
279
$127M 0.03%
9,763,428
+207,600
280
$119M 0.03%
3,492,873
-336,127
281
$118M 0.03%
2,520,700
282
$117M 0.03%
864,000
-367,095
283
$116M 0.03%
556,911
+337,088
284
$115M 0.03%
593,953
+9
285
$114M 0.03%
1,795,000
286
$111M 0.03%
969,315
-792,638
287
$109M 0.03%
945,114
-1,767,062
288
$108M 0.03%
3,909,134
289
$107M 0.03%
2,163,000
290
$107M 0.03%
529,000
291
$101M 0.02%
2,371,430
+500,858
292
$96.5M 0.02%
5,883,159
293
$95.9M 0.02%
+6,419,248
294
$92.6M 0.02%
3,500,777
+1,401,883
295
$91.5M 0.02%
2,473,365
-19
296
$89.3M 0.02%
3,275,685
+501,104
297
$88.6M 0.02%
1,316,000
-132,000
298
$86.9M 0.02%
2,291,160
-3,370,000
299
$82.6M 0.02%
435,000
+55,796
300
$82.4M 0.02%
2,390,410