Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Est. Return 34.37%
 

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
+34.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$12.2B
2
+$8.23B
3
+$7.53B
4
BA icon
Boeing
BA
+$7.53B
5
MSFT icon
Microsoft
MSFT
+$6.65B

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.06%
2 Industrials 13.77%
3 Healthcare 13.64%
4 Consumer Discretionary 11.18%
5 Energy 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7.87M ﹤0.01%
+320,000
427
$7.87M ﹤0.01%
+500,000
428
$6.71M ﹤0.01%
+60,000
429
$6.59M ﹤0.01%
+8,750
430
$5.95M ﹤0.01%
+150,000
431
$5.82M ﹤0.01%
+124,904
432
$4.87M ﹤0.01%
+1,349,979
433
$4.73M ﹤0.01%
+283,334
434
$4.52M ﹤0.01%
+134,630
435
$3.67M ﹤0.01%
+200,000
436
$3.06M ﹤0.01%
+474,700
437
$1.82M ﹤0.01%
+70,000
438
$1.37M ﹤0.01%
+70,000
439
$1.23M ﹤0.01%
+17,500
440
$1.04M ﹤0.01%
+112,000
441
$790K ﹤0.01%
+8,750
442
$176K ﹤0.01%
+25,000
443
$59K ﹤0.01%
+2,795
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