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
$398B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$7.75B
2
+$3.1B
3
+$2.82B
4
META icon
Meta Platforms (Facebook)
META
+$1.53B
5
GEN icon
Gen Digital
GEN
+$1.18B

Top Sells

1
+$2.01B
2
+$1.64B
3
+$610M
4
TXN icon
Texas Instruments
TXN
+$605M
5
LNKD
LinkedIn Corporation
LNKD
+$576M

Sector Composition

1 Technology 16.82%
2 Financials 12.84%
3 Healthcare 11.66%
4 Consumer Discretionary 11.15%
5 Energy 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87B 0.97%
53,007,241
-8,296,343
27
$3.74B 0.94%
32,410,640
-137,430
28
$3.71B 0.93%
96,092,260
+25,704,820
29
$3.28B 0.82%
37,559,107
+10,103,099
30
$3.1B 0.78%
+23,448,895
31
$3.09B 0.78%
35,407,056
-27,801
32
$3.01B 0.76%
51,537,397
+15,334,193
33
$3B 0.75%
25,603,518
-1,964,718
34
$2.98B 0.75%
24,515,264
-5,011,954
35
$2.98B 0.75%
14,602,995
36
$2.85B 0.72%
7,759,325
-51,213
37
$2.82B 0.71%
+25,142,065
38
$2.82B 0.71%
24,460,007
+1,000,000
39
$2.81B 0.71%
70,866,540
+7,657,360
40
$2.67B 0.67%
53,250,128
-1,349,600
41
$2.63B 0.66%
38,211,449
-5,036,585
42
$2.62B 0.66%
22,863,305
-644,700
43
$2.6B 0.65%
33,332,935
+146,208
44
$2.36B 0.59%
33,192,315
-6,685,274
45
$2.34B 0.59%
1,594,923
+16,341
46
$2.3B 0.58%
41,121,768
-4,568,100
47
$2.2B 0.55%
39,594,078
+4,896,442
48
$2.17B 0.55%
9,064,699
-1,667,557
49
$2B 0.5%
36,957,167
+644,987
50
$1.92B 0.48%
32,353,148
+789,947
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