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
$659B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$3.88B
2 +$2.12B
3 +$1.94B
4
C icon
Citigroup
C
+$1.81B
5
HON icon
Honeywell
HON
+$1.59B

Top Sells

1 +$3.36B
2 +$2.8B
3 +$2.39B
4
ANET icon
Arista Networks
ANET
+$1.7B
5
HD icon
Home Depot
HD
+$1.61B

Sector Composition

1 Technology 24.47%
2 Financials 14.11%
3 Consumer Discretionary 14.04%
4 Healthcare 13.01%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$204M 0.03%
458,495
+13,755
277
$203M 0.03%
11,046,570
-2,157,572
278
$198M 0.03%
4,104,049
+3,763
279
$196M 0.03%
556,839
-36,331
280
$194M 0.03%
2,957,918
281
$193M 0.03%
3,065,321
+2,541,013
282
$191M 0.03%
4,150,510
-1,664,706
283
$191M 0.03%
13,828,732
+11,950,467
284
$189M 0.03%
9,427,730
-8,875
285
$188M 0.03%
648,348
-69,023
286
$181M 0.03%
1,688,000
287
$180M 0.03%
4,830,985
+9,127
288
$180M 0.03%
3,064,842
+563,078
289
$177M 0.03%
633,402
+591
290
$175M 0.03%
2,592,292
+1,823
291
$168M 0.03%
6,433,424
-1,959
292
$167M 0.03%
2,833,044
-2,110,579
293
$166M 0.03%
1,161,831
-595,081
294
$162M 0.02%
2,045,880
+5,370
295
$157M 0.02%
21,134,230
+154,358
296
$151M 0.02%
1,338,641
+1,410
297
$151M 0.02%
40,222,614
-8,038,055
298
$150M 0.02%
1,351,061
-884
299
$150M 0.02%
3,897,628
-562,592
300
$149M 0.02%
857,518
+5