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
$329B
AUM Growth
+$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1 +$1.97B
2 +$1.64B
3 +$806M
4
PEP icon
PepsiCo
PEP
+$729M
5
WFC icon
Wells Fargo
WFC
+$577M

Top Sells

1 +$793M
2 +$647M
3 +$588M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$504M
5
JCI icon
Johnson Controls International
JCI
+$468M

Sector Composition

1 Industrials 13.92%
2 Financials 13.56%
3 Healthcare 13.17%
4 Consumer Discretionary 11.56%
5 Energy 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$23.6M 0.01%
2,382,030
-1,110,420
377
$23.3M 0.01%
826,500
378
$23M 0.01%
3,268,300
+2,793,600
379
$22.4M 0.01%
700,000
-200,000
380
$22.1M 0.01%
921,500
+122,000
381
$21.9M 0.01%
650,297
382
$20.6M 0.01%
3,620,000
+260,100
383
$20.4M 0.01%
+1,346,646
384
$20.1M 0.01%
770,485
385
$19.9M 0.01%
1,350,000
386
$19.8M 0.01%
590,000
-190,000
387
$19.7M 0.01%
656,217
+228,092
388
$19.2M 0.01%
300,000
389
$19.2M 0.01%
1,200,000
390
$19.1M 0.01%
25,500,000
391
$18.9M 0.01%
1,504,249
392
$18.9M 0.01%
565,000
393
$18.8M 0.01%
766,000
394
$18.6M 0.01%
270,000
-130,000
395
$18.6M 0.01%
205,000
396
$18.4M 0.01%
500,000
-100,000
397
$18.3M 0.01%
250,000
+100,000
398
$18M 0.01%
223,000
399
$17.4M 0.01%
3,131,800
+1,060,217
400
$17.1M 0.01%
1,994,500