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
$418B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$2.77B
2 +$1.61B
3 +$1.54B
4
META icon
Meta Platforms (Facebook)
META
+$1.23B
5
CHTR icon
Charter Communications
CHTR
+$1.22B

Top Sells

1 +$2.2B
2 +$1.69B
3 +$1.46B
4
JPM icon
JPMorgan Chase
JPM
+$1.2B
5
XOM icon
Exxon Mobil
XOM
+$1.12B

Sector Composition

1 Technology 17.87%
2 Financials 12.57%
3 Consumer Discretionary 11.87%
4 Communication Services 10.92%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$67.9M 0.02%
1,000,000
-400,000
327
$67M 0.02%
2,489,000
+56,000
328
$66.9M 0.02%
+6,020,400
329
$64.6M 0.02%
2,451,000
330
$64.4M 0.02%
2,164,055
+1,174,417
331
$64.1M 0.02%
6,711,613
332
$64M 0.02%
1,487,712
+486,237
333
$63.7M 0.02%
2,140,000
334
$62.1M 0.01%
+3,455,000
335
$62M 0.01%
1,075,000
-25,000
336
$62M 0.01%
2,260,000
+570,000
337
$61.3M 0.01%
2,390,410
338
$58.9M 0.01%
1,984,250
339
$58.7M 0.01%
1,840,000
+800,000
340
$58M 0.01%
721,105
+498,605
341
$57.2M 0.01%
1,078,000
-150,000
342
$57.2M 0.01%
766,000
343
$57.1M 0.01%
2,255,000
-69,000
344
$55.5M 0.01%
1,707,200
345
$52.6M 0.01%
+3,519,000
346
$52.4M 0.01%
2,500,000
347
$52.2M 0.01%
4,317,453
+1,977,453
348
$50.8M 0.01%
+936,130
349
$50.8M 0.01%
1,656,000
-15,565
350
$50.4M 0.01%
238,100