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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426B
AUM Growth
+$13.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1 +$1.7B
2 +$1.48B
3 +$1.43B
4
UNH icon
UnitedHealth
UNH
+$1.03B
5
AMAT icon
Applied Materials
AMAT
+$973M

Top Sells

1 +$2.01B
2 +$1.91B
3 +$1.39B
4
ENB icon
Enbridge
ENB
+$1.28B
5
LIN icon
Linde
LIN
+$1.26B

Sector Composition

1 Technology 18.66%
2 Financials 16.16%
3 Healthcare 14.78%
4 Consumer Discretionary 11.69%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$65.9M 0.02%
1,817,670
-412,687
327
$65.7M 0.02%
1,000,230
+230
328
$63.5M 0.01%
1,137,768
+775
329
$62.4M 0.01%
2,080,410
+410
330
$62.1M 0.01%
2,439,802
+168,886
331
$61.8M 0.01%
500,000
332
$60.9M 0.01%
716,443
-44
333
$60.1M 0.01%
1,230,000
334
$59.8M 0.01%
1,148,459
+359
335
$59.3M 0.01%
1,055,000
336
$59.1M 0.01%
4,450,000
337
$57.6M 0.01%
1,162,000
-2,610,000
338
$57.5M 0.01%
695,000
339
$57.1M 0.01%
+2,098,894
340
$55.9M 0.01%
485,233
+16,233
341
$54.9M 0.01%
7,489,459
+2,157,000
342
$52.5M 0.01%
1,044,568
343
$52M 0.01%
1,300,000
344
$51.3M 0.01%
600,000
345
$50.3M 0.01%
219,823
-306,854
346
$50.2M 0.01%
995,602
-236,303
347
$49.9M 0.01%
560,000
-39,000
348
$48.7M 0.01%
2,360,000
+16,856
349
$48.5M 0.01%
672,000
350
$48.2M 0.01%
3,062,396