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
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.5B
3 +$1.49B
4
PBR icon
Petrobras
PBR
+$1.37B
5
PX
Praxair Inc
PX
+$950M

Top Sells

1 +$1.64B
2 +$918M
3 +$851M
4
LO
LORILLARD INC COM STK
LO
+$849M
5
POT
Potash Corp Of Saskatchewan
POT
+$791M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$64.4M 0.02%
1,223,114
-40,100
327
$64.4M 0.02%
1,130,000
328
$64.3M 0.02%
3,035,700
+330,700
329
$63.4M 0.02%
1,285,384
-13,037
330
$63.1M 0.02%
1,355,000
331
$63M 0.02%
800,451
+451
332
$62.7M 0.02%
2,560,000
333
$61.7M 0.02%
689,282
334
$60.1M 0.02%
1,890,000
335
$59.7M 0.02%
1,320,000
336
$59.6M 0.02%
967,000
+96,000
337
$59.3M 0.02%
772,000
-485,000
338
$58.3M 0.02%
734,000
339
$58.2M 0.02%
2,350,000
340
$57M 0.02%
812,000
-2,079,153
341
$56.8M 0.02%
975,000
+50,000
342
$56.7M 0.02%
1,240,000
+685,000
343
$56.6M 0.02%
3,718,200
344
$56.5M 0.02%
2,308,345
+240,000
345
$56.3M 0.02%
1,021,667
346
$55.8M 0.02%
3,334,028
+100,000
347
$55.8M 0.02%
+361,400
348
$55.1M 0.01%
1,060,000
349
$54.6M 0.01%
2,155,032
350
$53.7M 0.01%
437,100
+87,000