Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$2.68B
3 +$2.43B
4
SO icon
Southern Company
SO
+$2.39B
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.18B

Top Sells

1 +$3.9B
2 +$3.24B
3 +$1.98B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Sector Composition

1 Technology 26.5%
2 Financials 14.22%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$34.5M ﹤0.01%
294,536
452
$34.4M ﹤0.01%
2,380,695
453
$32.9M ﹤0.01%
574,500
454
$31.7M ﹤0.01%
1,500,000
455
$30.8M ﹤0.01%
949,738
-673,182
456
$29.5M ﹤0.01%
387,325
+378,897
457
$29.2M ﹤0.01%
483,316
+479,698
458
$28.9M ﹤0.01%
172,813
+87,135
459
$28.5M ﹤0.01%
850,825
460
$27.7M ﹤0.01%
2,544,148
+1,017,972
461
$27.6M ﹤0.01%
41,649
+13,193
462
$27.4M ﹤0.01%
1,063,800
463
$26.6M ﹤0.01%
1,402,210
-1,270,355
464
$26.4M ﹤0.01%
+550,000
465
$26.4M ﹤0.01%
2,160,079
466
$26.3M ﹤0.01%
655,737
467
$25.9M ﹤0.01%
282,044
-61,395
468
$25.8M ﹤0.01%
2,000,000
-4,382,848
469
$25.6M ﹤0.01%
82,506
470
$25.5M ﹤0.01%
227,441
471
$25M ﹤0.01%
1,869,173
-1,203,382
472
$24.1M ﹤0.01%
271,932
+124,096
473
$24M ﹤0.01%
+1,750,000
474
$23.4M ﹤0.01%
144,370
-14,795
475
$22.9M ﹤0.01%
291,517