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
$418B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$2.77B
2
+$1.61B
3
+$1.54B
4
META icon
Meta Platforms (Facebook)
META
+$1.23B
5
CHTR icon
Charter Communications
CHTR
+$1.22B

Top Sells

1
+$2.2B
2
+$1.69B
3
+$1.46B
4
JPM icon
JPMorgan Chase
JPM
+$1.2B
5
XOM icon
Exxon Mobil
XOM
+$1.12B

Sector Composition

1 Technology 17.87%
2 Financials 12.57%
3 Consumer Discretionary 11.87%
4 Communication Services 10.92%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55B 0.85%
72,747,447
-7,175,533
27
$3.47B 0.83%
32,364,598
-8,971,000
28
$3.42B 0.82%
42,478,255
-10,528,986
29
$3.32B 0.79%
25,018,801
-123,264
30
$3.25B 0.78%
37,546,958
-12,149
31
$3.21B 0.77%
9,813,159
+3,737,104
32
$3.17B 0.76%
25,460,007
+1,000,000
33
$3.08B 0.74%
33,893,857
-1,513,199
34
$3.06B 0.73%
34,439,616
+1,106,681
35
$3.05B 0.73%
71,985,440
+1,118,900
36
$3.01B 0.72%
14,602,995
37
$3B 0.72%
1,688,193
+93,270
38
$3B 0.72%
22,009,653
-1,439,242
39
$2.85B 0.68%
16,578,000
+16,107,900
40
$2.81B 0.67%
16,769,442
+9,199,437
41
$2.81B 0.67%
21,681,872
-2,833,392
42
$2.75B 0.66%
7,085,521
-673,804
43
$2.6B 0.62%
44,563,250
+4,969,172
44
$2.49B 0.6%
100,302,848
+14,057,276
45
$2.43B 0.58%
19,080,237
+6,554,735
46
$2.41B 0.58%
6,294,652
+1,286,681
47
$2.33B 0.56%
47,392,893
+10,435,726
48
$2.32B 0.56%
20,031,161
-2,832,144
49
$2.3B 0.55%
32,243,180
+12,831,070
50
$2.26B 0.54%
34,224,400
-3,987,049
1
2
3 4 5