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
$461B
AUM Growth
+$19.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$2.49B
2 +$1B
3 +$941M
4
NOW icon
ServiceNow
NOW
+$911M
5
OXY icon
Occidental Petroleum
OXY
+$748M

Top Sells

1 +$2.34B
2 +$1.74B
3 +$1.51B
4
BA icon
Boeing
BA
+$1.41B
5
HD icon
Home Depot
HD
+$1.28B

Sector Composition

1 Technology 18.05%
2 Financials 15.65%
3 Consumer Discretionary 12.23%
4 Healthcare 10.02%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$66.8M 0.01%
1,840,000
327
$66.6M 0.01%
4,033,000
+458,100
328
$66.3M 0.01%
635,000
329
$66.1M 0.01%
9,649,055
+56,632
330
$65.1M 0.01%
+5,095,000
331
$63.5M 0.01%
2,033,112
+31,000
332
$63M 0.01%
4,420,000
+402,905
333
$62.7M 0.01%
1,926,978
+880,000
334
$62.4M 0.01%
5,311,667
-1,399,946
335
$62.1M 0.01%
1,374,000
336
$60.6M 0.01%
4,137,138
-1,188,368
337
$59.6M 0.01%
1,036,000
338
$59.6M 0.01%
840,000
339
$59.5M 0.01%
350,000
340
$59.1M 0.01%
850,000
341
$58.3M 0.01%
5,876,634
-4,880,826
342
$56.9M 0.01%
1,055,000
343
$56.3M 0.01%
2,318,000
+858,000
344
$56.3M 0.01%
2,049,312
+438,979
345
$55.6M 0.01%
1,707,000
-1,115,071
346
$54.4M 0.01%
1,440,000
-189,000
347
$54.4M 0.01%
1,770,000
348
$53.4M 0.01%
688,000
349
$51.9M 0.01%
683,000
-555,500
350
$51.7M 0.01%
1,152,000
+70,000