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
$385B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$1.1B
3 +$988M
4
JCI icon
Johnson Controls International
JCI
+$687M
5
INTC icon
Intel
INTC
+$613M

Top Sells

1 +$1.23B
2 +$1.15B
3 +$1.07B
4
COST icon
Costco
COST
+$614M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$581M

Sector Composition

1 Technology 13.76%
2 Healthcare 13.05%
3 Consumer Discretionary 12.54%
4 Financials 10.55%
5 Energy 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$16.7M ﹤0.01%
413,921
402
$16.6M ﹤0.01%
153,000
-10,000
403
$16.6M ﹤0.01%
550,000
404
$16.4M ﹤0.01%
66,850
+49,225
405
$16.1M ﹤0.01%
2,652,226
406
$15.1M ﹤0.01%
460,000
407
$14.8M ﹤0.01%
490,000
408
$14.8M ﹤0.01%
194,244
409
$14.7M ﹤0.01%
+545,000
410
$14.7M ﹤0.01%
171,313
411
$14.2M ﹤0.01%
1,110,000
412
$13.7M ﹤0.01%
143,000
+49,000
413
$13.5M ﹤0.01%
510,000
414
$13.2M ﹤0.01%
125,000
-200,000
415
$13.1M ﹤0.01%
131,000
+18,000
416
$13M ﹤0.01%
351,000
417
$12.5M ﹤0.01%
816,606
418
$12.4M ﹤0.01%
208,500
419
$12.2M ﹤0.01%
592,800
-509,921
420
$11.8M ﹤0.01%
390,653
-299,347
421
$11.8M ﹤0.01%
600,000
422
$11.7M ﹤0.01%
+618,000
423
$11.5M ﹤0.01%
524,000
424
$11.4M ﹤0.01%
55,700
425
$11.4M ﹤0.01%
360,000
-1,460,000