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
$356B
AUM Growth
-$6.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.76B
2
+$1.16B
3
+$916M
4
NOV icon
NOV
NOV
+$610M
5
PEP icon
PepsiCo
PEP
+$609M

Top Sells

1
+$3.27B
2
+$1.29B
3
+$1.1B
4
HD icon
Home Depot
HD
+$1B
5
WFC icon
Wells Fargo
WFC
+$1B

Sector Composition

1 Industrials 13.43%
2 Healthcare 13.26%
3 Financials 13.04%
4 Technology 10.89%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4B 0.95%
71,247,862
-10,257,929
27
$3.26B 0.92%
37,832,000
28
$3.16B 0.89%
39,516,140
-302,393
29
$3.02B 0.85%
44,161,750
+13,396,000
30
$2.94B 0.83%
27,555,000
-3,905,000
31
$2.88B 0.81%
25,657,177
-725,000
32
$2.86B 0.8%
82,792,246
+12,708,046
33
$2.82B 0.79%
26,457,190
-12,149,220
34
$2.8B 0.79%
31,453,705
-750,000
35
$2.77B 0.78%
13,375
+1,465
36
$2.66B 0.75%
7,385,700
+35,641
37
$2.66B 0.75%
25,120,961
-4,353,043
38
$2.6B 0.73%
54,291,169
-5,981,795
39
$2.57B 0.72%
31,440,000
40
$2.55B 0.72%
37,471,205
41
$2.51B 0.71%
20,062,679
+1,638,600
42
$2.41B 0.68%
34,073,808
+5,393,308
43
$2.29B 0.64%
34,479,711
+2,682,232
44
$2.12B 0.6%
44,639,153
-1,760,000
45
$2.07B 0.58%
10,517,900
-200,000
46
$1.97B 0.55%
10,753,796
-873,490
47
$1.87B 0.52%
18,855,000
-7,412,000
48
$1.8B 0.51%
39,975,500
49
$1.76B 0.5%
37,702,681
-250,000
50
$1.75B 0.49%
33,840,574
-510,000
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