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
$398B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$7.75B
2 +$3.1B
3 +$2.82B
4
META icon
Meta Platforms (Facebook)
META
+$1.53B
5
GEN icon
Gen Digital
GEN
+$1.18B

Top Sells

1 +$2.01B
2 +$1.64B
3 +$610M
4
TXN icon
Texas Instruments
TXN
+$605M
5
LNKD
LinkedIn Corporation
LNKD
+$576M

Sector Composition

1 Technology 16.82%
2 Financials 12.84%
3 Healthcare 11.66%
4 Consumer Discretionary 11.15%
5 Energy 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$19.1M ﹤0.01%
525,000
402
$19.1M ﹤0.01%
911,000
-665,000
403
$18.8M ﹤0.01%
1,000,000
404
$18.1M ﹤0.01%
4,480,486
-120,514
405
$17.9M ﹤0.01%
+222,500
406
$17.5M ﹤0.01%
500,000
407
$17.5M ﹤0.01%
600,000
408
$17.3M ﹤0.01%
1,372,100
-1,012,900
409
$17.3M ﹤0.01%
288,979
+2,069
410
$16.9M ﹤0.01%
413,921
411
$16M ﹤0.01%
153,000
412
$15.8M ﹤0.01%
+1,020,000
413
$15.5M ﹤0.01%
78,050
+11,200
414
$15.5M ﹤0.01%
1,902,962
-749,264
415
$15.4M ﹤0.01%
+500,000
416
$15.1M ﹤0.01%
228,700
417
$15.1M ﹤0.01%
1,994,500
418
$14.6M ﹤0.01%
2,355,000
419
$14.6M ﹤0.01%
+1,000,000
420
$14.4M ﹤0.01%
256,000
-101,500
421
$14.2M ﹤0.01%
+730,000
422
$14.2M ﹤0.01%
+528,143
423
$14.1M ﹤0.01%
1,200,000
-3,596,000
424
$13.8M ﹤0.01%
143,000
425
$13.8M ﹤0.01%
816,606