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
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.5B
3 +$1.49B
4
PBR icon
Petrobras
PBR
+$1.37B
5
PX
Praxair Inc
PX
+$950M

Top Sells

1 +$1.64B
2 +$918M
3 +$851M
4
LO
LORILLARD INC COM STK
LO
+$849M
5
POT
Potash Corp Of Saskatchewan
POT
+$791M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$20.1M 0.01%
1,000,000
427
$20M 0.01%
+1,093,750
428
$19.5M 0.01%
550,000
429
$19.4M 0.01%
435,000
430
$19.2M 0.01%
45,700
431
$18.9M 0.01%
2,500,000
+1,300,000
432
$18.9M 0.01%
25,500,000
433
$18.8M 0.01%
1,140,000
434
$18.2M ﹤0.01%
2,355,000
435
$18M ﹤0.01%
560,000
436
$17.8M ﹤0.01%
1,761,150
437
$17.4M ﹤0.01%
420,000
438
$17.2M ﹤0.01%
+600,000
439
$16.8M ﹤0.01%
260,000
440
$16.4M ﹤0.01%
500,000
441
$16.2M ﹤0.01%
400,000
442
$16M ﹤0.01%
917,200
-835,100
443
$15.8M ﹤0.01%
400,000
444
$15.8M ﹤0.01%
41,800
445
$15.6M ﹤0.01%
+18,750
446
$15.5M ﹤0.01%
1,191,000
-1,500,700
447
$15.5M ﹤0.01%
+665,000
448
$15.4M ﹤0.01%
204,000
449
$15.3M ﹤0.01%
521,000
-180,000
450
$15.3M ﹤0.01%
377,500