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
$371B
AUM Growth
+$8.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Sells

1 +$1.2B
2 +$840M
3 +$693M
4
CVS icon
CVS Health
CVS
+$631M
5
PM icon
Philip Morris
PM
+$606M

Sector Composition

1 Healthcare 13.23%
2 Technology 12.3%
3 Consumer Discretionary 12.21%
4 Financials 10.43%
5 Consumer Staples 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$45M 0.01%
5,070,615
327
$44.5M 0.01%
+991,000
328
$44.4M 0.01%
2,819,344
329
$44.4M 0.01%
1,707,631
+1,417
330
$44.3M 0.01%
1,213,390
-74
331
$43M 0.01%
994,839
+207,269
332
$42.8M 0.01%
542,359
-480,074
333
$42.3M 0.01%
4,672,830
334
$42.2M 0.01%
3,225,021
335
$41.7M 0.01%
1,620,927
+176,927
336
$41.7M 0.01%
1,699,250
+225,000
337
$40.8M 0.01%
750,000
338
$40.6M 0.01%
72,336
-31,112
339
$40.1M 0.01%
1,370,000
340
$40M 0.01%
437,100
341
$39.5M 0.01%
281,000
-55,000
342
$39.3M 0.01%
2,076,000
343
$37.5M 0.01%
4,601,000
344
$36.5M 0.01%
+217,000
345
$35.4M 0.01%
2,543,000
346
$34.7M 0.01%
+1,000,441
347
$34.6M 0.01%
555,000
348
$33.7M 0.01%
1,102,721
-200,000
349
$33.4M 0.01%
6,500,000
+2,000,000
350
$33.3M 0.01%
3,400,000
+1,780,000