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
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$1.95B
2 +$1.48B
3 +$1.47B
4
PBR icon
Petrobras
PBR
+$1.38B
5
PX
Praxair Inc
PX
+$932M

Top Sells

1 +$1.56B
2 +$918M
3 +$849M
4
HD icon
Home Depot
HD
+$844M
5
POT
Potash Corp Of Saskatchewan
POT
+$765M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$90.4M 0.02%
4,010,000
-3,825,000
302
$88.5M 0.02%
3,002,044
303
$88.2M 0.02%
2,000,000
304
$87.6M 0.02%
8,955,000
-2,700,000
305
$87.5M 0.02%
5,775,000
306
$86.8M 0.02%
5,529,399
-826,638
307
$84M 0.02%
1,342,500
308
$83.7M 0.02%
3,975,805
+100,000
309
$81.5M 0.02%
1,080,950
-100,000
310
$81M 0.02%
1,000,000
311
$80.4M 0.02%
1,318,000
+40,000
312
$79.8M 0.02%
15,589,368
-760,590
313
$78.1M 0.02%
330,000
314
$77.9M 0.02%
450,000
315
$74.5M 0.02%
11,705,928
-12,194,072
316
$72.5M 0.02%
4,500,000
317
$71.4M 0.02%
1,917,500
+218,069
318
$71.4M 0.02%
465,000
+20,000
319
$70.1M 0.02%
1,775,000
-1,800,000
320
$67.5M 0.02%
1,412,700
-52,500
321
$67M 0.02%
1,293,750
322
$66.7M 0.02%
+2,075,601
323
$66.6M 0.02%
2,187,620
+617,244
324
$66.6M 0.02%
800,000
325
$65.8M 0.02%
1,530,000