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
$411B
AUM Growth
-$56.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$2.08B
2 +$2.02B
3 +$1.14B
4
ABBV icon
AbbVie
ABBV
+$1.03B
5
AMGN icon
Amgen
AMGN
+$953M

Top Sells

1 +$9.28B
2 +$7.62B
3 +$5.75B
4
META icon
Meta Platforms (Facebook)
META
+$3.85B
5
INTC icon
Intel
INTC
+$3.74B

Sector Composition

1 Technology 17.1%
2 Financials 14.75%
3 Healthcare 13.91%
4 Consumer Discretionary 13%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$30.7M 0.01%
1,400,000
427
$30.4M 0.01%
1,225,000
-210,000
428
$30.4M 0.01%
5,631,489
-1,579,407
429
$29.9M 0.01%
689,912
430
$29.8M 0.01%
922,983
-11,329
431
$29.8M 0.01%
1,315,000
-1,168,000
432
$29.5M 0.01%
897,165
-1,255,522
433
$28.6M 0.01%
915,285
434
$27.8M 0.01%
+409,681
435
$27.7M 0.01%
+716,212
436
$27.7M 0.01%
272,000
437
$27.5M 0.01%
+343,304
438
$27.1M 0.01%
240,000
-2,030,000
439
$27M 0.01%
1,978,177
440
$26.9M 0.01%
213,137
441
$26.9M 0.01%
+305,565
442
$26.8M 0.01%
2,062,821
-4,085,000
443
$26.5M 0.01%
1,044,931
444
$26.4M 0.01%
+517,818
445
$25.9M 0.01%
439,000
-3,222,000
446
$25.8M 0.01%
5,046,855
447
$25.6M 0.01%
360,000
448
$25.5M 0.01%
879,857
449
$25.3M 0.01%
4,680,862
-4,696,594
450
$25M 0.01%
453,209
-28,111,087