Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.17B
2 +$2.47B
3 +$1.54B
4
HON icon
Honeywell
HON
+$1.28B
5
NET icon
Cloudflare
NET
+$906M

Top Sells

1 +$3.73B
2 +$3.53B
3 +$3.24B
4
ABBV icon
AbbVie
ABBV
+$1.8B
5
MO icon
Altria Group
MO
+$1.75B

Sector Composition

1 Technology 25.21%
2 Financials 14.55%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$51.7M 0.01%
600,000
402
$51.6M 0.01%
783,011
+73,637
403
$51.5M 0.01%
614,833
+150,000
404
$51.4M 0.01%
+1,127,143
405
$51.2M 0.01%
+3,072,555
406
$50.9M 0.01%
1,622,920
407
$50.5M 0.01%
5,242,200
408
$50.4M 0.01%
1,480,362
+78,724
409
$50.3M 0.01%
503,474
+2,473
410
$50.1M 0.01%
800,000
-2,016,928
411
$48.5M 0.01%
1,150,000
412
$47.4M 0.01%
2,672,565
-6,105,467
413
$47.3M 0.01%
1,314,084
+75,363
414
$46.6M 0.01%
1,200,041
415
$46.6M 0.01%
1,634,314
416
$46.1M 0.01%
433,663
+30,734
417
$46.1M 0.01%
955,288
418
$45.8M 0.01%
13,361,096
419
$45.7M 0.01%
1,234,748
+129,757
420
$45.6M 0.01%
2,910,967
+829,046
421
$44.8M 0.01%
719,000
422
$44.6M 0.01%
+77,325
423
$44.4M 0.01%
1,202,763
+68,180
424
$43.2M 0.01%
+1,009,949
425
$43.1M 0.01%
1,655,326
+1,132,613