We are live on ! Find out more
Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 35.63%
 

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 Fund
S&P 500
This Quarter Est. Return
+4.9%
1 Year Est. Return
+35.63%
3 Year Est. Return
+123.79%
5 Year Est. Return
+178.46%
10 Year Est. Return
+812.1%
AUM
$308B
AUM Growth
Cap. Flow
+$307B
Cap. Flow %
99.42%
Top 10 Hldgs %
22.64%
Holding
463
New
457
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$11.8B
2
AMZN icon
Amazon
AMZN
+$7.89B
3
MRK icon
Merck
MRK
+$7.59B
4
BA icon
Boeing
BA
+$6.98B
5
MSFT icon
Microsoft
MSFT
+$6.31B

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 14.06%
2 Industrials 13.77%
3 Healthcare 13.64%
4 Consumer Discretionary 11.18%
5 Energy 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACTA
401
DELISTED
Actua Corp
ACTA
$13M ﹤0.01%
+1,137,000
New +$13M
CSOD
402
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$12.8M ﹤0.01%
+295,000
New +$11.3M
ABAX
403
DELISTED
Abaxis Inc
ABAX
$12.4M ﹤0.01%
+262,000
New +$11.9M
AVAV icon
404
AeroVironment
AVAV
$9.57B
$12.1M ﹤0.01%
+600,000
New +$11.7M
CHRW icon
405
C.H. Robinson
CHRW
$17.3B
$12.1M ﹤0.01%
+215,000
New +$12.4M
CSFL
406
DELISTED
CenterState Bank Corporation Common Stock
CSFL
$11.9M ﹤0.01%
+1,375,400
New +$11.7M
SGEN
407
DELISTED
Seagen Inc. Common Stock
SGEN
$11.7M ﹤0.01%
+372,000
New +$13M
QIWI
408
DELISTED
QIWI PLC
QIWI
$11.6M ﹤0.01%
+500,000
New +$9.35M
WWAV
409
DELISTED
The WhiteWave Foods Company
WWAV
$11.4M ﹤0.01%
+700,000
New +$12M
BIIB icon
410
Biogen
BIIB
$30.6B
$11.3M ﹤0.01%
+52,500
New +$11.2M
RHI icon
411
Robert Half
RHI
$4.37B
$11.2M ﹤0.01%
+337,000
New +$11.6M
PBR.A icon
412
Petrobras Class A
PBR.A
$106B
$11.1M ﹤0.01%
+760,000
New +$13.8M
ARC
413
DELISTED
ARC Document Solutions, Inc.
ARC
$11.1M ﹤0.01%
+2,765,764
New +$9.53M
RALY
414
DELISTED
RALLY SOFTWARE DEV CORP
RALY
$10.6M ﹤0.01%
+428,125
New +$8.81M
CVCO icon
415
Cavco Industries
CVCO
$4.48B
$10.3M ﹤0.01%
+204,000
New +$9.56M
AUY
416
DELISTED
Yamana Gold, Inc.
AUY
$9.54M ﹤0.01%
+1,000,000
New +$11.7M
LONG
417
DELISTED
ELONG, INC. AMERICAN DEPOSITARY SHARES
LONG
$9.49M ﹤0.01%
+690,000
New +$10M
BID
418
DELISTED
Sotheby's
BID
$9.48M ﹤0.01%
+250,000
New +$9.11M
GEVA
419
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
$9.45M ﹤0.01%
+225,000
New +$10.3M
ARW icon
420
Arrow Electronics
ARW
$10.3B
$9.17M ﹤0.01%
+230,000
New +$8.96M
USG
421
DELISTED
Usg
USG
$9.15M ﹤0.01%
+397,000
New +$10.3M
ARIA
422
DELISTED
Ariad Pharmaceuticals Inc
ARIA
$9.1M ﹤0.01%
+520,000
New +$9.22M
KYTH
423
DELISTED
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
$8.79M ﹤0.01%
+325,000
New +$7.44M
CNC icon
424
Centene
CNC
$32.9B
$8.66M ﹤0.01%
+660,000
New +$8M
DDC
425
DELISTED
Dominion Diamond Corporation
DDC
$8.48M ﹤0.01%
+600,000
New +$9.18M

Similar funds

Capital World Investors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Capital World Investors, which disclosed 463 positions worth $308B. Its ten largest holdings account for 23% of the portfolio.

Its largest position is Home Depot: 157,251,030 shares worth $12.2B.

By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Industrials and Healthcare.

  • Capital World Investors's largest Q2 2013 buy was Home Depot: 157,251,030 shares worth $12.2B.
  • Capital World Investors's ten largest holdings make up 23% of its $308B portfolio in Q2 2013.
  • Capital World Investors disclosed 463 positions in Q2 2013, its first 13F filing on record.

Based on Capital World Investors's 13F filing for Q2 2013, filed 14 Aug 2013.