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
$441B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$7.24B
2 +$1.17B
3 +$1.11B
4
BKR icon
Baker Hughes
BKR
+$1.08B
5
ABBV icon
AbbVie
ABBV
+$1.05B

Top Sells

1 +$7.1B
2 +$1.84B
3 +$1.79B
4
COST icon
Costco
COST
+$1.5B
5
HD icon
Home Depot
HD
+$1.48B

Sector Composition

1 Technology 17.86%
2 Financials 14.5%
3 Consumer Discretionary 11.63%
4 Healthcare 10.49%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$26.8M 0.01%
1,000,000
402
$26.7M 0.01%
2,355,000
403
$26.2M 0.01%
2,220,000
404
$26.2M 0.01%
1,835,000
405
$25.5M 0.01%
1,364,659
-62,508
406
$25.5M 0.01%
2,000,000
-100,000
407
$25.4M 0.01%
668,000
+16,000
408
$24.5M 0.01%
811,200
-132,656
409
$24M 0.01%
265,244
410
$23.9M 0.01%
2,584,000
+255,000
411
$23.8M 0.01%
1,276,805
+740,777
412
$23.2M 0.01%
72,316
-5,734
413
$23M 0.01%
705,000
414
$22.9M 0.01%
+500,000
415
$22.8M 0.01%
879,857
416
$22.6M 0.01%
+1,000,000
417
$22.5M 0.01%
689,912
418
$22.5M 0.01%
911,000
419
$21.8M ﹤0.01%
420,437
-51,270
420
$21.6M ﹤0.01%
405,000
+195,000
421
$21.4M ﹤0.01%
1,649,326
-3,099,266
422
$21.4M ﹤0.01%
1,400,000
423
$21.4M ﹤0.01%
430,000
-215,000
424
$21.2M ﹤0.01%
340,000
-625,000
425
$21.1M ﹤0.01%
525,000