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
$308B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$12.2B
2 +$8.23B
3 +$7.53B
4
BA icon
Boeing
BA
+$7.53B
5
MSFT icon
Microsoft
MSFT
+$6.65B

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.06%
2 Industrials 13.77%
3 Healthcare 13.64%
4 Consumer Discretionary 11.18%
5 Energy 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$32.7M 0.01%
+450,000
352
$32.6M 0.01%
+875,000
353
$31.9M 0.01%
+1,135,000
354
$31.7M 0.01%
+1,490,000
355
$30.5M 0.01%
+400,000
356
$30.1M 0.01%
+3,675,000
357
$30M 0.01%
+900,000
358
$29.8M 0.01%
+190,000
359
$29.3M 0.01%
+2,071,583
360
$29.1M 0.01%
+3,492,450
361
$29M 0.01%
+2,250,000
362
$29M 0.01%
+1,005,000
363
$28.9M 0.01%
+448,034
364
$28.9M 0.01%
+741,000
365
$27.8M 0.01%
+499,000
366
$27M 0.01%
+780,000
367
$26.3M 0.01%
+1,500,000
368
$25.2M 0.01%
+300,000
369
$24.4M 0.01%
+401,864
370
$24.4M 0.01%
+1,161,516
371
$22.7M 0.01%
+600,000
372
$22.7M 0.01%
+193,600
373
$22.3M 0.01%
+650,297
374
$22.1M 0.01%
+826,500
375
$21.8M 0.01%
+867,300