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
$444B
AUM Growth
-$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1 +$1.13B
2 +$1.13B
3 +$1.08B
4
NOW icon
ServiceNow
NOW
+$844M
5
CXO
CONCHO RESOURCES INC.
CXO
+$617M

Top Sells

1 +$6.18B
2 +$4.19B
3 +$2.71B
4
AAPL icon
Apple
AAPL
+$2.58B
5
HD icon
Home Depot
HD
+$1.46B

Sector Composition

1 Technology 18.24%
2 Financials 16.34%
3 Consumer Discretionary 11.87%
4 Healthcare 10.64%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$57.4M 0.01%
209,627
+110,227
352
$57.1M 0.01%
688,000
353
$55.2M 0.01%
915,000
354
$55M 0.01%
1,055,000
355
$53.1M 0.01%
1,165,000
-868,112
356
$52.2M 0.01%
1,382,000
+230,000
357
$51.4M 0.01%
1,315,800
+225,800
358
$50.8M 0.01%
800,000
359
$49.3M 0.01%
1,444,433
360
$48.1M 0.01%
2,320,000
361
$47.7M 0.01%
+4,192,348
362
$47.2M 0.01%
2,971,700
363
$45.3M 0.01%
872,000
364
$43.4M 0.01%
4,506,541
-1,370,093
365
$42.8M 0.01%
1,025,000
366
$42.6M 0.01%
51,800
+2,500
367
$41.1M 0.01%
2,483,000
+236,000
368
$40.9M 0.01%
714,000
+60,000
369
$40.7M 0.01%
643,000
370
$40M 0.01%
766,000
371
$39.7M 0.01%
1,200,041
372
$39.2M 0.01%
+4,000,000
373
$37.5M 0.01%
4,049,927
-172,682
374
$37.4M 0.01%
1,850,000
375
$37.2M 0.01%
915,285