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
$385B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$1.28B
2 +$1.11B
3 +$925M
4
JCI icon
Johnson Controls International
JCI
+$685M
5
INTC icon
Intel
INTC
+$575M

Top Sells

1 +$1.29B
2 +$1.27B
3 +$1.1B
4
COST icon
Costco
COST
+$650M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$613M

Sector Composition

1 Technology 13.76%
2 Healthcare 13.05%
3 Consumer Discretionary 12.54%
4 Financials 10.55%
5 Energy 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11.1M ﹤0.01%
1,240,000
+260,000
427
$10.5M ﹤0.01%
130,000
428
$10.3M ﹤0.01%
579,222
429
$9.96M ﹤0.01%
262,000
430
$9.91M ﹤0.01%
+430,000
431
$9.84M ﹤0.01%
616,400
432
$9.67M ﹤0.01%
85,000
433
$9.43M ﹤0.01%
126,000
434
$9.43M ﹤0.01%
2,383,560
-9,978,540
435
$9.32M ﹤0.01%
500,000
436
$9.31M ﹤0.01%
133,000
437
$8.82M ﹤0.01%
2,086,957
438
$8.81M ﹤0.01%
289,000
439
$8.73M ﹤0.01%
220,000
440
$8.48M ﹤0.01%
410,600
441
$8.44M ﹤0.01%
900,000
442
$8.37M ﹤0.01%
3,044,353
+615,000
443
$8.34M ﹤0.01%
1,030,000
444
$8.32M ﹤0.01%
2,305,000
445
$7.88M ﹤0.01%
897,500
446
$6.86M ﹤0.01%
262,000
447
$6.75M ﹤0.01%
286,468
448
$6.41M ﹤0.01%
800,000
449
$5.13M ﹤0.01%
2,220,000
450
$4.99M ﹤0.01%
64,200