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
$541B
AUM Growth
+$22.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$2.2B
2 +$2.06B
3 +$1.58B
4
STLA icon
Stellantis
STLA
+$1.48B
5
TD icon
Toronto Dominion Bank
TD
+$1.15B

Top Sells

1 +$3.56B
2 +$1.89B
3 +$1.8B
4
MA icon
Mastercard
MA
+$1.34B
5
PFE icon
Pfizer
PFE
+$1.32B

Sector Composition

1 Technology 19.18%
2 Consumer Discretionary 15.92%
3 Financials 14.64%
4 Healthcare 14.55%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$67.4M 0.01%
683,154
+32,191
402
$67.2M 0.01%
+2,500,000
403
$65.6M 0.01%
1,305,000
-175,000
404
$65.5M 0.01%
2,789,000
+319,000
405
$65.3M 0.01%
643,000
-231,000
406
$64.7M 0.01%
485,000
407
$64.5M 0.01%
1,563,868
-2,310,000
408
$64.5M 0.01%
595,000
409
$64M 0.01%
166
-381
410
$63.7M 0.01%
+1,841,370
411
$63M 0.01%
750,322
-200,000
412
$62.8M 0.01%
+4,567,000
413
$62.1M 0.01%
1,044,930
414
$61.8M 0.01%
1,632,097
+26
415
$60.9M 0.01%
280,774
-2,476,239
416
$60.9M 0.01%
1,845,762
-4,926
417
$59.3M 0.01%
1,456,390
+1,781
418
$59.3M 0.01%
1,184,899
+364,899
419
$58.1M 0.01%
+1,986,540
420
$57.7M 0.01%
1,565,000
421
$57.2M 0.01%
1,442,473
-5,176,101
422
$56.3M 0.01%
1,228,000
423
$55.3M 0.01%
+613,300
424
$55.2M 0.01%
+1,676,492
425
$55M 0.01%
911,000