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
$520B
AUM Growth
+$36.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1 +$1.37B
2 +$1.28B
3 +$1.24B
4
HAL icon
Halliburton
HAL
+$1.21B
5
AAPL icon
Apple
AAPL
+$1.04B

Top Sells

1 +$1.67B
2 +$1.19B
3 +$1.02B
4
DHI icon
D.R. Horton
DHI
+$1.01B
5
PXD
Pioneer Natural Resource Co.
PXD
+$952M

Sector Composition

1 Technology 22.04%
2 Healthcare 17.21%
3 Consumer Discretionary 12.51%
4 Financials 10.77%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$153M 0.03%
4,527,100
302
$151M 0.03%
1,787,200
+1,390,200
303
$151M 0.03%
+763,953
304
$149M 0.03%
+562,964
305
$145M 0.03%
738,489
306
$145M 0.03%
5,223,568
+557,699
307
$144M 0.03%
1,900,470
308
$143M 0.03%
5,482,506
-473,913
309
$142M 0.03%
3,123,190
+78,928
310
$139M 0.03%
1,428,885
+172,185
311
$134M 0.03%
682,195
-824,351
312
$134M 0.03%
2,858,000
313
$132M 0.03%
1,014,342
-1,737,646
314
$130M 0.02%
2,036,190
+1,083,690
315
$127M 0.02%
1,519,748
+881
316
$127M 0.02%
4,717,364
+3,262,364
317
$121M 0.02%
1,693,864
318
$119M 0.02%
317,700
319
$118M 0.02%
1,770,631
+238,506
320
$117M 0.02%
6,187,566
321
$116M 0.02%
680,076
-77
322
$116M 0.02%
1,512,000
323
$116M 0.02%
2,722,123
324
$113M 0.02%
1,219,800
325
$107M 0.02%
796,562