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
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.17B
2 +$2.47B
3 +$1.54B
4
HON icon
Honeywell
HON
+$1.28B
5
NET icon
Cloudflare
NET
+$906M

Top Sells

1 +$3.73B
2 +$3.53B
3 +$3.24B
4
ABBV icon
AbbVie
ABBV
+$1.8B
5
MO icon
Altria Group
MO
+$1.75B

Sector Composition

1 Technology 25.21%
2 Financials 14.55%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$152M 0.02%
+82,961
302
$152M 0.02%
695,904
-825
303
$151M 0.02%
968,382
-57,142
304
$151M 0.02%
4,717,699
305
$146M 0.02%
14,455,454
306
$145M 0.02%
755,324
+100,720
307
$144M 0.02%
319,277
+849
308
$142M 0.02%
1,350,679
-4,720,552
309
$142M 0.02%
2,703,059
+110,770
310
$141M 0.02%
2,942,663
+23,571
311
$140M 0.02%
10,227,391
+83,349
312
$140M 0.02%
545,187
+1,362
313
$139M 0.02%
568,205
+2,176
314
$139M 0.02%
1,706,474
-146,535
315
$139M 0.02%
1,600,000
+100,000
316
$139M 0.02%
1,857,386
317
$135M 0.02%
+7,721,631
318
$133M 0.02%
8,018,514
+500,000
319
$132M 0.02%
2,548,255
+41,382
320
$131M 0.02%
1,690,140
+571,979
321
$130M 0.02%
4,390,169
+29,498
322
$130M 0.02%
4,980,788
+15,765
323
$130M 0.02%
942,249
-12,219
324
$129M 0.02%
4,021,383
-2,188,638
325
$127M 0.02%
4,765,716
+151,302