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
$586B
AUM Growth
-$2.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1 +$1.18B
2 +$1.05B
3 +$877M
4
NVDA icon
NVIDIA
NVDA
+$867M
5
GTM
ZoomInfo Technologies
GTM
+$788M

Top Sells

1 +$1.48B
2 +$1.07B
3 +$861M
4
V icon
Visa
V
+$825M
5
VMC icon
Vulcan Materials
VMC
+$643M

Sector Composition

1 Technology 19.82%
2 Consumer Discretionary 16.72%
3 Healthcare 14.89%
4 Financials 14.28%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$71.5M 0.01%
4,721,060
+104,720
402
$71.5M 0.01%
749,150
+9,150
403
$71.5M 0.01%
3,013,688
404
$71.4M 0.01%
634,888
-2,071
405
$71.3M 0.01%
+1,749,000
406
$71.1M 0.01%
3,089,000
+100,000
407
$70.2M 0.01%
595,000
408
$68.6M 0.01%
1,873,580
+10,560
409
$67.4M 0.01%
4,199,000
+1,853,542
410
$66.8M 0.01%
954,000
411
$66.1M 0.01%
3,151,414
412
$64.8M 0.01%
517,000
413
$64.6M 0.01%
916,199
-474,301
414
$64.3M 0.01%
1,514,000
415
$64.2M 0.01%
+1,500,000
416
$63.8M 0.01%
1,497,000
417
$63.3M 0.01%
+2,381,432
418
$62.9M 0.01%
714,449
+600
419
$62.3M 0.01%
1,563,868
420
$60.8M 0.01%
4,567,000
421
$60.3M 0.01%
1,193,479
422
$60.2M 0.01%
6,185,616
-43,150,734
423
$60.2M 0.01%
318,946
424
$57.9M 0.01%
+2,669,103
425
$57.7M 0.01%
2,246,576
-1