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
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$1.95B
2
+$1.48B
3
+$1.47B
4
PBR icon
Petrobras
PBR
+$1.38B
5
PX
Praxair Inc
PX
+$932M

Top Sells

1
+$1.56B
2
+$918M
3
+$849M
4
HD icon
Home Depot
HD
+$844M
5
POT
Potash Corp Of Saskatchewan
POT
+$765M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32B 0.9%
71,281,182
-3,285,000
27
$3.28B 0.89%
34,039,022
+2,789,600
28
$3.19B 0.87%
52,013,858
+2,389,900
29
$3.16B 0.86%
52,062,963
-3,446,132
30
$3.15B 0.86%
54,993,134
-2,683,600
31
$3.09B 0.84%
32,398,500
+100,000
32
$2.95B 0.8%
97,114,284
+64,014,284
33
$2.91B 0.79%
105,858,400
-14,920,000
34
$2.83B 0.77%
42,141,052
-1,038,148
35
$2.75B 0.75%
20,359,962
-4,840,446
36
$2.73B 0.74%
31,015,000
-425,000
37
$2.72B 0.74%
22,021,420
-1,427,057
38
$2.63B 0.71%
56,222,103
+4,393,779
39
$2.48B 0.67%
12,960,469
+647,360
40
$2.43B 0.66%
34,833,359
-671,257
41
$2.38B 0.64%
23,009,316
-1,231,341
42
$2.18B 0.59%
10,444,260
-274,536
43
$2.16B 0.59%
25,496,704
+8,885,997
44
$2.14B 0.58%
21,950,000
-1,895,000
45
$2.09B 0.57%
21,840,600
+8,160,000
46
$2.08B 0.56%
37,446,184
+773,034
47
$2.08B 0.56%
22,262,000
-6,096,710
48
$2B 0.54%
46,899,637
+487,187
49
$1.96B 0.53%
63,324,583
-24,691,117
50
$1.95B 0.53%
22,934,517
+17,278,934
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