Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Est. Return 34.37%
 

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
+34.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$2.34B
2
+$1.94B
3
+$1.44B
4
CMCSA icon
Comcast
CMCSA
+$1.25B
5
MSFT icon
Microsoft
MSFT
+$1.2B

Top Sells

1
+$1.46B
2
+$1.37B
3
+$1.25B
4
PEP icon
PepsiCo
PEP
+$1.19B
5
GILD icon
Gilead Sciences
GILD
+$1.09B

Sector Composition

1 Industrials 14.32%
2 Financials 13.53%
3 Healthcare 12.74%
4 Consumer Discretionary 10.86%
5 Technology 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1B 0.88%
37,852,000
27
$3.08B 0.88%
137,538,400
+104,538,400
28
$2.98B 0.85%
40,319,133
-114,347
29
$2.9B 0.83%
40,947,223
-15,415,267
30
$2.87B 0.82%
63,138,440
+136,477
31
$2.6B 0.74%
26,215,000
-970,000
32
$2.59B 0.74%
32,328,705
-4,775,000
33
$2.56B 0.73%
24,252,422
-2,719,662
34
$2.5B 0.71%
78,278,000
-2,785,400
35
$2.39B 0.68%
37,429,085
+549,866
36
$2.34B 0.67%
31,810,191
-2,995,265
37
$2.29B 0.65%
7,633,021
-1,230,909
38
$2.22B 0.63%
11,830
+1,775
39
$2.2B 0.63%
13,424,786
-6,505,000
40
$2.11B 0.6%
28,050,500
+2,248,000
41
$2.1B 0.6%
11,234,900
42
$2.09B 0.6%
29,718,458
+217,958
43
$2.07B 0.59%
29,123,129
+2,420,129
44
$2.07B 0.59%
18,502,229
-3,465,000
45
$2.02B 0.58%
32,323,996
-14,464,671
46
$1.96B 0.56%
51,818,532
47
$1.94B 0.55%
46,149,153
+5,141,200
48
$1.9B 0.54%
24,676,000
+3,819,000
49
$1.89B 0.54%
26,739,677
+1,222,800
50
$1.84B 0.52%
38,638,174
-28,693,500
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