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
$471B
AUM Growth
-$110B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.79B
3 +$1.59B
4
V icon
Visa
V
+$1.39B
5
CAT icon
Caterpillar
CAT
+$1.25B

Top Sells

1 +$4.13B
2 +$1.51B
3 +$1.11B
4
LMT icon
Lockheed Martin
LMT
+$1.04B
5
BLK icon
Blackrock
BLK
+$978M

Sector Composition

1 Healthcare 19.6%
2 Technology 17.12%
3 Consumer Discretionary 13.22%
4 Financials 12.49%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$59.2M 0.01%
257,620
+113,500
377
$58.7M 0.01%
1,563,868
378
$57.5M 0.01%
334,177
379
$57.4M 0.01%
2,200,000
380
$57.2M 0.01%
5,495,000
381
$56.9M 0.01%
842,492
-82,441
382
$56.7M 0.01%
954,000
383
$56.3M 0.01%
449,500
384
$56.2M 0.01%
+1,833,371
385
$55.4M 0.01%
2,127,500
+630,500
386
$48.9M 0.01%
4,513,000
-187,000
387
$48.8M 0.01%
813,709
-373,671
388
$48.8M 0.01%
605,690
+276,690
389
$47.6M 0.01%
780,000
390
$47.6M 0.01%
1,100,000
391
$47M 0.01%
1,184,734
392
$46.9M 0.01%
335,650
393
$45.2M 0.01%
371,768
-102,500
394
$45.2M 0.01%
500,000
395
$44.9M 0.01%
831,914
396
$44.7M 0.01%
518,030
+30,505
397
$44.6M 0.01%
2,717,000
-3,512,410
398
$44.3M 0.01%
1,370,482
+325,552
399
$43M 0.01%
3,044,506
+1,069,000
400
$42.7M 0.01%
37,171
-60,217