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
$447B
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1 +$2.06B
2 +$1.27B
3 +$1.24B
4
BA icon
Boeing
BA
+$1.24B
5
SHOP icon
Shopify
SHOP
+$1.15B

Top Sells

1 +$4.11B
2 +$3.9B
3 +$1.7B
4
MRK icon
Merck
MRK
+$1.7B
5
MU icon
Micron Technology
MU
+$1.37B

Sector Composition

1 Technology 19.56%
2 Financials 17.24%
3 Healthcare 15.33%
4 Consumer Discretionary 9.92%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$52M 0.01%
2,510,700
352
$50.3M 0.01%
4,000,000
353
$49.6M 0.01%
954,000
354
$49.2M 0.01%
5,177,000
+2,114,604
355
$49M 0.01%
1,300,000
356
$49M 0.01%
761,346
+188
357
$48.2M 0.01%
753,000
+101,000
358
$47.3M 0.01%
1,539,543
+132
359
$44.4M 0.01%
586,082
+328
360
$43.6M 0.01%
672,000
361
$43.6M 0.01%
265,244
362
$42.1M 0.01%
992,687
+2,071
363
$40.9M 0.01%
534,000
364
$39.4M 0.01%
2,034,970
+1,999,290
365
$39.2M 0.01%
1,568,697
366
$37.7M 0.01%
428,789
+266
367
$37.2M 0.01%
565,000
368
$37.2M 0.01%
467,520
+87,520
369
$36.9M 0.01%
1,044,930
370
$36.8M 0.01%
33,000
371
$36.8M 0.01%
950,590
-7,128,045
372
$36M 0.01%
1,028,000
373
$35.9M 0.01%
3,443,000
374
$35M 0.01%
728,900
+76,900
375
$34.6M 0.01%
2,130,000
+445,000