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

Top Buys

1 +$2.31B
2 +$2.05B
3 +$1.59B
4
SLB icon
SLB Ltd
SLB
+$1.15B
5
COP icon
ConocoPhillips
COP
+$1.08B

Top Sells

1 +$2.32B
2 +$1.47B
3 +$862M
4
UNP icon
Union Pacific
UNP
+$849M
5
DAL icon
Delta Air Lines
DAL
+$792M

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
$71.9M 0.02%
5,444,717
+365,000
302
$70.3M 0.02%
1,242,500
303
$69.7M 0.02%
682,000
304
$69.3M 0.02%
2,253,110
-877,059
305
$68.6M 0.02%
3,698,210
+750,500
306
$67.6M 0.02%
867,500
+592,500
307
$66.5M 0.02%
2,560,000
308
$66.3M 0.02%
812,000
309
$65.8M 0.02%
+590,000
310
$63.9M 0.02%
10,335,000
+1,380,000
311
$63.1M 0.02%
1,860,000
+1,400,000
312
$63.1M 0.02%
1,500,000
313
$62.2M 0.02%
3,434,028
314
$61.9M 0.02%
9,402,000
315
$60.8M 0.02%
3,805,000
+1,376,196
316
$60.3M 0.02%
1,317,522
+187,522
317
$60.1M 0.02%
1,680,000
-210,000
318
$60.1M 0.02%
2,585,000
-1,750,000
319
$58.5M 0.02%
+750,000
320
$58.1M 0.02%
1,800,000
321
$57.9M 0.02%
3,225,021
322
$57.4M 0.02%
1,678,600
+850,000
323
$56.3M 0.02%
+853,760
324
$55.7M 0.02%
616,325
-616,300
325
$55.7M 0.02%
2,350,000