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
$357B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.42B
2 +$2.15B
3 +$1.68B
4
SLB icon
SLB Ltd
SLB
+$1.07B
5
COP icon
ConocoPhillips
COP
+$962M

Top Sells

1 +$2.45B
2 +$1.43B
3 +$823M
4
DAL icon
Delta Air Lines
DAL
+$812M
5
UNP icon
Union Pacific
UNP
+$774M

Sector Composition

1 Healthcare 13.91%
2 Financials 13.35%
3 Consumer Discretionary 12.88%
4 Technology 12.61%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$72M 0.02%
+385,500
302
$71.9M 0.02%
5,444,717
+365,000
303
$70.3M 0.02%
1,242,500
304
$69.7M 0.02%
682,000
305
$69.3M 0.02%
2,253,110
-877,059
306
$68.6M 0.02%
3,698,210
+750,500
307
$67.6M 0.02%
867,500
+592,500
308
$66.5M 0.02%
2,560,000
309
$66.3M 0.02%
812,000
310
$65.8M 0.02%
+590,000
311
$63.9M 0.02%
10,335,000
+1,380,000
312
$63.1M 0.02%
1,860,000
+1,400,000
313
$63.1M 0.02%
1,500,000
314
$62.2M 0.02%
3,434,028
315
$61.9M 0.02%
9,402,000
316
$60.8M 0.02%
3,805,000
+1,376,196
317
$60.3M 0.02%
1,317,522
+187,522
318
$60.1M 0.02%
1,680,000
-210,000
319
$60.1M 0.02%
2,585,000
-1,750,000
320
$58.5M 0.02%
+750,000
321
$58.1M 0.02%
1,800,000
322
$57.9M 0.02%
3,225,021
323
$57.4M 0.02%
1,678,600
+850,000
324
$56.3M 0.02%
+853,760
325
$55.7M 0.02%
616,325
-616,300