Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$2.68B
3 +$2.43B
4
SO icon
Southern Company
SO
+$2.39B
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.18B

Top Sells

1 +$3.9B
2 +$3.24B
3 +$1.98B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Sector Composition

1 Technology 26.5%
2 Financials 14.22%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$125M 0.02%
454,091
-698,789
327
$124M 0.02%
+855,557
328
$122M 0.02%
1,306,699
+67,109
329
$122M 0.02%
407,265
-15,470
330
$120M 0.02%
1,794,272
+104,132
331
$118M 0.02%
2,892,169
+343,914
332
$117M 0.02%
600,000
333
$117M 0.02%
1,857,386
334
$115M 0.02%
490,213
-829
335
$114M 0.02%
1,625,000
336
$112M 0.02%
591,264
+1,421
337
$111M 0.02%
903,020
338
$110M 0.02%
553,600
-15,503,193
339
$108M 0.01%
712,961
-2,696,373
340
$106M 0.01%
24,818
+23,043
341
$105M 0.01%
415,732
-129,455
342
$102M 0.01%
2,979,212
+36,549
343
$102M 0.01%
1,276,410
+100,000
344
$100M 0.01%
970,547
-73,879
345
$98.9M 0.01%
4,979,853
+44,903
346
$97M 0.01%
489,009
-3,362,885
347
$95.8M 0.01%
1,512,000
348
$94.6M 0.01%
13,270,356
+87,894
349
$94.1M 0.01%
316,210
+4,930
350
$93.7M 0.01%
+443,976