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
$588B
AUM Growth
+$47.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$1.03B
3 +$974M
4
T icon
AT&T
T
+$898M
5
BXP icon
Boston Properties
BXP
+$895M

Top Sells

1 +$2.48B
2 +$1.46B
3 +$1.34B
4
JPM icon
JPMorgan Chase
JPM
+$1.23B
5
HON icon
Honeywell
HON
+$1.19B

Sector Composition

1 Technology 19.43%
2 Consumer Discretionary 15.52%
3 Healthcare 15.09%
4 Financials 14.5%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$49.8M 0.01%
824,064
452
$49.5M 0.01%
+1,873,818
453
$49M 0.01%
1,193,479
454
$48.5M 0.01%
530,679
+48,391
455
$47.4M 0.01%
2,132,000
456
$46.8M 0.01%
3,825,777
+22,820
457
$46.6M 0.01%
1,200,041
458
$46.3M 0.01%
2,068,000
459
$45M 0.01%
+2,472,034
460
$45M 0.01%
500,000
461
$44.9M 0.01%
1,370,000
+185,101
462
$44.8M 0.01%
+2,250,000
463
$44.4M 0.01%
1,360,000
464
$44.3M 0.01%
2,443,060
465
$42.6M 0.01%
831,914
+55,963
466
$42M 0.01%
+2,345,458
467
$41.9M 0.01%
253,000
468
$41.4M 0.01%
500,000
469
$40.9M 0.01%
719,000
470
$40.5M 0.01%
8,538,871
471
$39.1M 0.01%
1,820,123
-679,877
472
$39M 0.01%
1,228,000
473
$38.5M 0.01%
2,471,780
+1,096,780
474
$38.5M 0.01%
470,765
475
$38.5M 0.01%
764,137
+604,289