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
$413B
AUM Growth
+$68.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1B
3 +$923M
4
CL icon
Colgate-Palmolive
CL
+$734M
5
SE icon
Sea Limited
SE
+$658M

Top Sells

1 +$5.59B
2 +$4.07B
3 +$3.3B
4
UNH icon
UnitedHealth
UNH
+$2.41B
5
JPM icon
JPMorgan Chase
JPM
+$1.71B

Sector Composition

1 Technology 21.13%
2 Healthcare 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.69%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$16.3M ﹤0.01%
446,557
+1,472
452
$16.1M ﹤0.01%
270,000
453
$15.9M ﹤0.01%
183,500
454
$15.6M ﹤0.01%
875,000
455
$14.6M ﹤0.01%
579,222
456
$14.1M ﹤0.01%
592,000
457
$13.8M ﹤0.01%
1,167,000
458
$13.6M ﹤0.01%
1,978,177
459
$13.5M ﹤0.01%
585,000
460
$13.5M ﹤0.01%
87,020
461
$13.1M ﹤0.01%
1,900,000
462
$12.2M ﹤0.01%
91,395
+18,000
463
$12.1M ﹤0.01%
2,000,000
464
$12.1M ﹤0.01%
963,500
465
$11.7M ﹤0.01%
1,169,700
466
$11.2M ﹤0.01%
616,400
467
$10.7M ﹤0.01%
500,000
+100,000
468
$10.4M ﹤0.01%
142,000
469
$10.4M ﹤0.01%
640,000
470
$10.2M ﹤0.01%
910,000
471
$10.2M ﹤0.01%
213,137
472
$10.1M ﹤0.01%
+402,375
473
$9.51M ﹤0.01%
264,395
474
$8.8M ﹤0.01%
+118,000
475
$8.56M ﹤0.01%
118,000