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
$398B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$7.75B
2 +$3.1B
3 +$2.82B
4
META icon
Meta Platforms (Facebook)
META
+$1.53B
5
GEN icon
Gen Digital
GEN
+$1.18B

Top Sells

1 +$2.01B
2 +$1.64B
3 +$610M
4
TXN icon
Texas Instruments
TXN
+$605M
5
LNKD
LinkedIn Corporation
LNKD
+$576M

Sector Composition

1 Technology 16.82%
2 Financials 12.84%
3 Healthcare 11.66%
4 Consumer Discretionary 11.15%
5 Energy 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$63.5M 0.02%
3,893,927
-169,055
327
$63M 0.02%
3,060,000
+411,396
328
$62.4M 0.02%
1,400,000
329
$62.2M 0.02%
1,145,584
+883,584
330
$62.1M 0.02%
1,745,000
-360,000
331
$60.8M 0.02%
3,682,000
+386,731
332
$60.5M 0.02%
2,390,410
333
$60.2M 0.02%
1,707,200
334
$58.9M 0.01%
2,076,000
335
$57.3M 0.01%
1,100,000
336
$56.2M 0.01%
1,671,565
337
$55.3M 0.01%
25,733,480
-2,260,752
338
$54.1M 0.01%
+2,324,000
339
$53.8M 0.01%
+7,675,690
340
$53.6M 0.01%
1,984,250
+285,000
341
$52.9M 0.01%
1,132,000
342
$52.6M 0.01%
359,500
+56,000
343
$52.2M 0.01%
306,216
344
$51.8M 0.01%
350,000
345
$51.6M 0.01%
766,000
346
$49.1M 0.01%
4,190,609
+90,806
347
$48.9M 0.01%
1,108,000
348
$48.4M 0.01%
2,500,000
+638,561
349
$46.7M 0.01%
555,000
-715,300
350
$46.3M 0.01%
2,433,000
+709,949