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
$418B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$2.77B
2 +$1.61B
3 +$1.54B
4
META icon
Meta Platforms (Facebook)
META
+$1.23B
5
CHTR icon
Charter Communications
CHTR
+$1.22B

Top Sells

1 +$2.2B
2 +$1.69B
3 +$1.46B
4
JPM icon
JPMorgan Chase
JPM
+$1.2B
5
XOM icon
Exxon Mobil
XOM
+$1.12B

Sector Composition

1 Technology 17.87%
2 Financials 12.57%
3 Consumer Discretionary 11.87%
4 Communication Services 10.92%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$24.9M 0.01%
1,044,931
402
$24.9M 0.01%
980,000
403
$24.5M 0.01%
459,520
+31,500
404
$24.5M 0.01%
2,809,464
+830
405
$24.3M 0.01%
565,000
406
$23.7M 0.01%
204,000
407
$23.1M 0.01%
911,000
408
$23M 0.01%
17,686,734
-8,046,746
409
$22.9M 0.01%
368,000
410
$22.7M 0.01%
+1,588,020
411
$22.5M 0.01%
2,355,000
412
$22.1M 0.01%
265,244
+71,000
413
$22M 0.01%
468,263
+2,445
414
$21.9M 0.01%
689,912
415
$20.7M 0.01%
1,000,000
416
$20.2M ﹤0.01%
413,921
417
$19.8M ﹤0.01%
500,000
418
$19.3M ﹤0.01%
+1,235,325
419
$19.3M ﹤0.01%
+700,000
420
$19.1M ﹤0.01%
1,125,000
+395,000
421
$17.9M ﹤0.01%
600,000
422
$17.9M ﹤0.01%
570,874
-4,529,126
423
$17.8M ﹤0.01%
1,994,500
424
$17.7M ﹤0.01%
705,140
425
$17.7M ﹤0.01%
525,000