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
$519B
AUM Growth
+$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$1.17B
3 +$770M
4
PYPL icon
PayPal
PYPL
+$767M
5
LYB icon
LyondellBasell Industries
LYB
+$764M

Top Sells

1 +$4.23B
2 +$1.94B
3 +$1.11B
4
DLR icon
Digital Realty Trust
DLR
+$1.07B
5
AMZN icon
Amazon
AMZN
+$1.03B

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 16.4%
3 Healthcare 15.45%
4 Financials 13.74%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$91.3M 0.02%
5,200,066
-2,415,431
352
$90.9M 0.02%
4,562,740
-3,416,652
353
$90.5M 0.02%
702,000
354
$90.1M 0.02%
1,779,651
+239,651
355
$89.5M 0.02%
1,165,798
356
$89.3M 0.02%
1,625,000
357
$89.2M 0.02%
3,471,305
+909,998
358
$88.7M 0.02%
3,829,760
+240,360
359
$87.6M 0.02%
2,304,570
+67,842
360
$87M 0.02%
874,000
-555,000
361
$86.4M 0.02%
151,400
-54,600
362
$86.2M 0.02%
840,000
-144,345
363
$85.8M 0.02%
5,732,000
364
$85.7M 0.02%
650,000
365
$84.5M 0.02%
721,500
+100,000
366
$81.9M 0.02%
1,356,390
-244,510
367
$79.5M 0.02%
1,707,000
-100,000
368
$79.4M 0.02%
595,000
369
$79.1M 0.02%
559,192
+48,955
370
$79M 0.02%
2,565,932
+1,173,035
371
$77.9M 0.02%
12,798,618
372
$77.6M 0.02%
+2,094,997
373
$75.1M 0.01%
2,078,062
+525,676
374
$72.5M 0.01%
2,610,237
+4,903
375
$72.1M 0.01%
2,427,423
-1,097,661