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
$362B
AUM Growth
+$4.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.61B
2 +$2.3B
3 +$1.27B
4
DD
Du Pont De Nemours E I
DD
+$1.22B
5
META icon
Meta Platforms (Facebook)
META
+$892M

Top Sells

1 +$2.12B
2 +$1.7B
3 +$1.42B
4
CSCO icon
Cisco
CSCO
+$1.01B
5
CRM icon
Salesforce
CRM
+$904M

Sector Composition

1 Technology 12.9%
2 Healthcare 12.58%
3 Consumer Discretionary 12.26%
4 Financials 11.35%
5 Consumer Staples 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$46.8M 0.01%
1,213,464
+129
327
$46.7M 0.01%
3,225,021
328
$46.5M 0.01%
1,108,000
329
$45.4M 0.01%
2,510,000
-924,028
330
$45.3M 0.01%
1,704,039
331
$45.3M 0.01%
12,362,100
332
$45.1M 0.01%
1,450,000
333
$44.3M 0.01%
1,135,000
334
$44.1M 0.01%
1,617,000
335
$42.7M 0.01%
1,706,214
-6,000,081
336
$42.2M 0.01%
1,370,000
-6,713,988
337
$42M 0.01%
2,819,344
+158,883
338
$41.9M 0.01%
+505,746
339
$41.6M 0.01%
2,350,000
340
$41.4M 0.01%
1,474,250
+1,200,000
341
$39.9M 0.01%
5,070,615
+181,000
342
$39.6M 0.01%
336,000
-1,365,000
343
$38.5M 0.01%
928,014
-1,631,855
344
$38.1M 0.01%
1,391,600
-287,000
345
$38.1M 0.01%
3,997,803
+1,164,358
346
$37.4M 0.01%
4,601,000
347
$37.3M 0.01%
766,000
348
$37.2M 0.01%
2,543,000
349
$36.9M 0.01%
3,919,500
350
$35.7M 0.01%
2,076,000
+376,000