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
$541B
AUM Growth
+$22.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$2.2B
2 +$2.06B
3 +$1.58B
4
STLA icon
Stellantis
STLA
+$1.48B
5
TD icon
Toronto Dominion Bank
TD
+$1.15B

Top Sells

1 +$3.56B
2 +$1.89B
3 +$1.8B
4
MA icon
Mastercard
MA
+$1.34B
5
PFE icon
Pfizer
PFE
+$1.32B

Sector Composition

1 Technology 19.18%
2 Consumer Discretionary 15.92%
3 Financials 14.64%
4 Healthcare 14.55%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$243M 0.05%
5,344,282
+3,816,844
277
$241M 0.04%
17,237,283
-16,029,968
278
$238M 0.04%
+1,816,482
279
$232M 0.04%
2,610,337
-2,910,303
280
$231M 0.04%
13,370,578
+1,777,429
281
$231M 0.04%
4,646,798
+17,051
282
$228M 0.04%
5,030,491
-563,844
283
$228M 0.04%
3,961,111
+1,826,315
284
$228M 0.04%
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285
$219M 0.04%
3,687,400
+1,547,090
286
$219M 0.04%
2,208,371
+806,333
287
$217M 0.04%
1,429,683
-29,052
288
$217M 0.04%
1,633,545
+232,650
289
$213M 0.04%
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-3,740,759
290
$212M 0.04%
4,688,617
+5,988
291
$212M 0.04%
+9,268,000
292
$206M 0.04%
1,596,968
-1,074,523
293
$206M 0.04%
2,410,792
+1,052
294
$203M 0.04%
1,916,000
-617,000
295
$202M 0.04%
3,314,896
296
$199M 0.04%
9,513,921
-6,866
297
$190M 0.04%
1,761,048
+921,048
298
$189M 0.03%
2,433,966
+783,524
299
$189M 0.03%
3,970,800
+507,300
300
$188M 0.03%
2,003,322
-350,000