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
$519B
AUM Growth
+$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1 +$1.15B
2 +$1.04B
3 +$687M
4
LYB icon
LyondellBasell Industries
LYB
+$679M
5
PYPL icon
PayPal
PYPL
+$679M

Top Sells

1 +$3.07B
2 +$1.94B
3 +$1.1B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05B
5
AMZN icon
Amazon
AMZN
+$1.01B

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 16.4%
3 Healthcare 15.45%
4 Financials 13.74%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$214M 0.04%
11,593,149
+918,025
277
$213M 0.04%
2,668,699
-368,874
278
$213M 0.04%
2,409,740
+63,892
279
$212M 0.04%
4,006,572
+1,503,131
280
$209M 0.04%
2,247,413
+159,008
281
$205M 0.04%
5,473,375
+1,107,504
282
$204M 0.04%
1,703,000
-1,092,507
283
$202M 0.04%
5,388,122
+4,503,122
284
$198M 0.04%
3,690,306
+1,034,306
285
$197M 0.04%
11,082,459
+7,588,699
286
$197M 0.04%
7,089,624
-491,233
287
$197M 0.04%
1,745,493
+78,112
288
$196M 0.04%
2,353,322
289
$195M 0.04%
661,639
290
$193M 0.04%
5,183,657
+1,017
291
$190M 0.04%
547
-118
292
$181M 0.04%
1,948,333
-1,807,007
293
$178M 0.03%
3,578,549
+1,363
294
$177M 0.03%
1,303,357
-36,720
295
$176M 0.03%
3,652,915
296
$173M 0.03%
7,215,310
+18,928
297
$172M 0.03%
741,217
+178,983
298
$170M 0.03%
738,000
-880,500
299
$163M 0.03%
723,253
+117
300
$162M 0.03%
1,400,895
-1,817,788