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
$617B
AUM Growth
-$41.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1 +$3.18B
2 +$1.92B
3 +$1.74B
4
INTC icon
Intel
INTC
+$1.25B
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.17B

Top Sells

1 +$7.01B
2 +$2.75B
3 +$2.08B
4
GILD icon
Gilead Sciences
GILD
+$2.03B
5
EXR icon
Extra Space Storage
EXR
+$1.98B

Sector Composition

1 Technology 21.37%
2 Healthcare 15.23%
3 Financials 14.79%
4 Consumer Discretionary 12.86%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$26.3M ﹤0.01%
291,517
452
$24.8M ﹤0.01%
219,175
+78,908
453
$24.6M ﹤0.01%
268,327
+27,125
454
$24.6M ﹤0.01%
+940,774
455
$23.9M ﹤0.01%
+2,081,921
456
$21.9M ﹤0.01%
558,628
-1,386,112
457
$21.5M ﹤0.01%
183,000
458
$21.4M ﹤0.01%
+2,160,079
459
$21M ﹤0.01%
37,849
-4,140
460
$21M ﹤0.01%
8,707,600
461
$20.9M ﹤0.01%
1,100,000
462
$19.4M ﹤0.01%
1,786,525
-364,451
463
$19.3M ﹤0.01%
8,486,000
+7,127,377
464
$18.8M ﹤0.01%
123,011
+40,721
465
$18.7M ﹤0.01%
611,995
466
$17.9M ﹤0.01%
12,265,330
+5,368,778
467
$16M ﹤0.01%
206,106
-240,521
468
$15.6M ﹤0.01%
2,562,000
469
$15.3M ﹤0.01%
+227,441
470
$14.7M ﹤0.01%
767,000
471
$14.4M ﹤0.01%
207,770
-4,238,249
472
$14.1M ﹤0.01%
150,000
473
$13.9M ﹤0.01%
522,713
474
$13.5M ﹤0.01%
45,664
475
$12.9M ﹤0.01%
78,870
+7,624