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
$369B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1 +$2.59B
2 +$1.25B
3 +$1B
4
V icon
Visa
V
+$944M
5
CCI icon
Crown Castle
CCI
+$513M

Top Sells

1 +$1.63B
2 +$966M
3 +$535M
4
DUK icon
Duke Energy
DUK
+$497M
5
CVX icon
Chevron
CVX
+$481M

Sector Composition

1 Healthcare 13.78%
2 Industrials 13.75%
3 Financials 13.46%
4 Technology 10.85%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$84.9M 0.02%
2,413,000
+955,000
302
$84.9M 0.02%
+2,776,661
303
$84.7M 0.02%
11,865,358
304
$84.1M 0.02%
330,000
-195,000
305
$83.8M 0.02%
3,002,044
306
$82.6M 0.02%
3,610,000
+1,260,000
307
$82.5M 0.02%
4,500,000
-2,200,000
308
$82.2M 0.02%
4,631,613
+43,617
309
$82.1M 0.02%
1,055,000
+14,300
310
$78.4M 0.02%
502,858
-233,942
311
$78.3M 0.02%
564,035
+74,535
312
$76.5M 0.02%
17,965,000
313
$76.3M 0.02%
28,685,000
+15,520,000
314
$75.7M 0.02%
652,500
315
$75.7M 0.02%
1,130,000
316
$75.6M 0.02%
5,057,595
317
$75M 0.02%
+63,150
318
$74M 0.02%
800,000
-500,000
319
$73.3M 0.02%
1,530,000
320
$72.7M 0.02%
1,000,000
321
$71.6M 0.02%
9,975,900
+4,575,000
322
$71.6M 0.02%
13,719,239
+4,607,038
323
$71.3M 0.02%
5,775,000
324
$70.1M 0.02%
1,172,456
+190,456
325
$69.8M 0.02%
26,076
-4,880