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
$357B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.42B
2
+$2.15B
3
+$1.68B
4
SLB icon
SLB Limited
SLB
+$1.07B
5
COP icon
ConocoPhillips
COP
+$962M

Top Sells

1
+$2.45B
2
+$1.43B
3
+$823M
4
DAL icon
Delta Air Lines
DAL
+$812M
5
UNP icon
Union Pacific
UNP
+$774M

Sector Composition

1 Healthcare 13.91%
2 Financials 13.35%
3 Consumer Discretionary 12.88%
4 Technology 12.61%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21B 0.9%
19,879,084
+4,825
27
$3.21B 0.9%
16,209
-470
28
$3.05B 0.85%
33,703,658
-139,811
29
$2.9B 0.81%
42,162,132
-10,797,912
30
$2.88B 0.8%
93,880,939
-46,610,832
31
$2.61B 0.73%
20,737,911
-174,194
32
$2.61B 0.73%
14,602,990
33
$2.57B 0.72%
25,072,740
+3,707,246
34
$2.49B 0.7%
35,732,039
+15,360,356
35
$2.42B 0.68%
+62,337,160
36
$2.42B 0.68%
31,419,239
-2,742,092
37
$2.28B 0.64%
68,543,955
+107,277
38
$2.26B 0.63%
59,461,960
-64,684,060
39
$2.25B 0.63%
21,950,000
40
$2.18B 0.61%
47,272,934
+510,000
41
$2.15B 0.6%
22,595,600
+50,000
42
$2.13B 0.6%
29,261,517
+13,000
43
$2.05B 0.57%
28,340,000
-2,625,000
44
$2.03B 0.57%
48,487,000
+5,913,900
45
$2.01B 0.56%
43,549,918
+1,476,270
46
$1.92B 0.54%
18,230,409
-4,311,175
47
$1.85B 0.52%
10,258,678
-347,653
48
$1.8B 0.5%
34,790,574
+1,550,000
49
$1.75B 0.49%
24,058,000
+1,750,000
50
$1.69B 0.47%
16,297,355
-5,133,813
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