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
$340B
AUM Growth
-$28.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1 +$2.06B
2 +$1.52B
3 +$981M
4
INTU icon
Intuit
INTU
+$862M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$808M

Top Sells

1 +$1.95B
2 +$1.03B
3 +$988M
4
DIS icon
Walt Disney
DIS
+$861M
5
AXP icon
American Express
AXP
+$779M

Sector Composition

1 Healthcare 14.38%
2 Financials 13.71%
3 Industrials 12.2%
4 Technology 11.83%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$30M 0.01%
750,800
377
$29.6M 0.01%
750,000
378
$29.5M 0.01%
1,127,500
-790,000
379
$28.7M 0.01%
610,000
-225,000
380
$28.7M 0.01%
1,444,000
381
$28.5M 0.01%
2,028,000
382
$28.3M 0.01%
425,000
-13,000
383
$27.5M 0.01%
435,000
384
$27.4M 0.01%
1,863,344
385
$27M 0.01%
410,000
386
$26.5M 0.01%
1,270,000
+78,577
387
$25.4M 0.01%
582,100
-333,900
388
$25.4M 0.01%
+1,480,275
389
$25.3M 0.01%
633,116
390
$25.3M 0.01%
1,703,194
+245,748
391
$25.2M 0.01%
885,500
+465,500
392
$25.2M 0.01%
670,000
+110,000
393
$24.8M 0.01%
190
394
$24.7M 0.01%
525,645
+300
395
$24.2M 0.01%
383,126
+233,126
396
$23.8M 0.01%
828,600
-113,177
397
$23.5M 0.01%
565,000
398
$23.3M 0.01%
1,285,000
+150,000
399
$23.2M 0.01%
1,330,000
+230,000
400
$22.9M 0.01%
1,263,400