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
$613B
AUM Growth
+$9.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$4.84B
2 +$1.92B
3 +$1.28B
4
IR icon
Ingersoll Rand
IR
+$1.21B
5
META icon
Meta Platforms (Facebook)
META
+$1.17B

Top Sells

1 +$5.67B
2 +$4.32B
3 +$3.51B
4
CAT icon
Caterpillar
CAT
+$2.96B
5
LLY icon
Eli Lilly
LLY
+$2.46B

Sector Composition

1 Technology 25%
2 Healthcare 15.57%
3 Financials 12.28%
4 Consumer Discretionary 11.45%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$39.3M 0.01%
574,500
402
$38.8M 0.01%
+536,660
403
$38.2M 0.01%
1,073,575
+36,866
404
$38M 0.01%
3,227,620
+1,763,014
405
$37.4M 0.01%
+520,101
406
$37M 0.01%
180,083
-66,417
407
$36.5M 0.01%
1,900,000
408
$36.4M 0.01%
+452,128
409
$36.4M 0.01%
+4,938,272
410
$36.3M 0.01%
600,000
411
$36.1M 0.01%
706,621
412
$35.8M 0.01%
13,938,589
-6,946
413
$35.8M 0.01%
374,616
+2,616
414
$35.3M 0.01%
1,878,307
+328,189
415
$35.1M 0.01%
2,235,000
+1,131,158
416
$34.4M 0.01%
1,371,434
+9,777
417
$33.9M 0.01%
168,005
-4
418
$33.5M 0.01%
1,000,000
419
$32.8M 0.01%
265,635
+179,401
420
$32.3M 0.01%
950,000
421
$32M 0.01%
+600,000
422
$31.5M 0.01%
1,011,310
+11,310
423
$29.8M ﹤0.01%
5,449,035
424
$29.1M ﹤0.01%
68,181
+575
425
$28.8M ﹤0.01%
595,000