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
$356B
AUM Growth
-$6.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$1.7B
2 +$1.12B
3 +$953M
4
NOV icon
NOV
NOV
+$662M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$608M

Top Sells

1 +$3.19B
2 +$1.19B
3 +$1.14B
4
WFC icon
Wells Fargo
WFC
+$993M
5
HD icon
Home Depot
HD
+$939M

Sector Composition

1 Industrials 13.43%
2 Healthcare 13.26%
3 Financials 13.04%
4 Technology 10.89%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$12.7M ﹤0.01%
1,001,854
+166,854
452
$12.1M ﹤0.01%
900,000
+100,000
453
$12.1M ﹤0.01%
+703,125
454
$11.6M ﹤0.01%
+435,000
455
$11.5M ﹤0.01%
210,000
-210,000
456
$11.3M ﹤0.01%
260,000
457
$11.3M ﹤0.01%
78,675
458
$10.9M ﹤0.01%
397,000
459
$10.8M ﹤0.01%
200,000
460
$10.4M ﹤0.01%
384,000
461
$10.4M ﹤0.01%
443,670
-1,967,750
462
$10.3M ﹤0.01%
350,000
-3,976,000
463
$10.3M ﹤0.01%
816,606
464
$10M ﹤0.01%
400,000
465
$9.96M ﹤0.01%
+165,000
466
$9.69M ﹤0.01%
625,000
467
$9.63M ﹤0.01%
320,000
468
$9.35M ﹤0.01%
300,533
469
$9.11M ﹤0.01%
175,000
470
$8.5M ﹤0.01%
275,130
471
$8.29M ﹤0.01%
60,000
472
$7.88M ﹤0.01%
55,700
473
$7.57M ﹤0.01%
225,000
474
$7.26M ﹤0.01%
100,000
-100,000
475
$7.07M ﹤0.01%
474,700