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
$385B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$1.1B
3
+$988M
4
JCI icon
Johnson Controls International
JCI
+$687M
5
INTC icon
Intel
INTC
+$613M

Top Sells

1
+$1.23B
2
+$1.15B
3
+$1.07B
4
COST icon
Costco
COST
+$614M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$581M

Sector Composition

1 Technology 13.76%
2 Healthcare 13.05%
3 Consumer Discretionary 12.54%
4 Financials 10.55%
5 Energy 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45B 0.9%
39,877,589
+65,774
27
$3.41B 0.89%
29,527,218
-9,273,916
28
$3.4B 0.88%
32,548,070
-202,633
29
$3.33B 0.87%
27,568,236
-2,208,611
30
$3.17B 0.82%
35,434,857
+7
31
$3.14B 0.82%
7,810,538
+483,912
32
$3.05B 0.79%
43,248,034
-710,807
33
$2.77B 0.72%
23,460,007
+1,434,684
34
$2.74B 0.71%
33,186,727
-5,882,781
35
$2.74B 0.71%
70,387,440
+2,504,140
36
$2.71B 0.7%
84,255,172
+14
37
$2.59B 0.67%
23,508,005
-1,809,995
38
$2.58B 0.67%
14,602,995
+5
39
$2.54B 0.66%
63,209,180
+25,980
40
$2.37B 0.62%
54,599,728
-10,438,367
41
$2.32B 0.6%
1,578,582
+342,746
42
$2.15B 0.56%
45,689,868
+2,200,500
43
$2.05B 0.53%
19,370,472
-598,878
44
$2.01B 0.52%
84,331,654
+2,391,520
45
$1.97B 0.51%
27,456,008
+5,914,808
46
$1.95B 0.51%
36,203,204
+4,948,911
47
$1.95B 0.51%
63,701,331
+350,716
48
$1.94B 0.51%
22,292,383
+599,586
49
$1.88B 0.49%
34,697,636
+8,071,610
50
$1.84B 0.48%
24,832,932
-479,991
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