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
$604B
AUM Growth
+$42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1 +$2.88B
2 +$2.16B
3 +$2.08B
4
SLB icon
SLB Ltd
SLB
+$2.05B
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.57B

Top Sells

1 +$3.34B
2 +$2.58B
3 +$2.18B
4
LLY icon
Eli Lilly
LLY
+$1.88B
5
AMAT icon
Applied Materials
AMAT
+$1.8B

Sector Composition

1 Technology 23.88%
2 Healthcare 15.8%
3 Consumer Discretionary 12.28%
4 Financials 11.9%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$156M 0.03%
906,585
+230
302
$155M 0.03%
1,230,434
+25,646
303
$154M 0.03%
6,172,766
304
$154M 0.03%
4,578,084
+107,351
305
$154M 0.03%
680,985
-154
306
$154M 0.03%
3,984,516
-249,000
307
$153M 0.03%
2,038,650
-990
308
$153M 0.03%
1,348,432
309
$147M 0.02%
2,421,398
-2,689,945
310
$146M 0.02%
1,512,000
311
$145M 0.02%
2,840,962
+866,310
312
$139M 0.02%
20,749,225
+961,700
313
$138M 0.02%
968,700
-147,238
314
$136M 0.02%
1,175,996
+1,000
315
$135M 0.02%
257,620
316
$135M 0.02%
1,693,850
+264
317
$134M 0.02%
4,527,100
318
$134M 0.02%
2,385,960
319
$131M 0.02%
2,078,301
-12,884,757
320
$131M 0.02%
1,533,933
+615,674
321
$130M 0.02%
3,665,300
-2,718,811
322
$128M 0.02%
317,700
323
$128M 0.02%
1,625,000
324
$126M 0.02%
2,001,000
325
$124M 0.02%
1,413,224
+473,982