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
$441B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$7.24B
2
+$1.17B
3
+$1.11B
4
BKR icon
Baker Hughes
BKR
+$1.08B
5
ABBV icon
AbbVie
ABBV
+$1.05B

Top Sells

1
+$7.1B
2
+$1.84B
3
+$1.79B
4
COST icon
Costco
COST
+$1.5B
5
HD icon
Home Depot
HD
+$1.48B

Sector Composition

1 Technology 17.86%
2 Financials 14.5%
3 Consumer Discretionary 11.63%
4 Healthcare 10.49%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06B 0.92%
25,503,137
+4,734,133
27
$3.79B 0.86%
32,740,046
+3,251,361
28
$3.78B 0.86%
77,642,460
+42,820
29
$3.68B 0.83%
10,136,326
-79,000
30
$3.57B 0.81%
22,755,092
+466,988
31
$3.52B 0.8%
20,352,990
+109,032
32
$3.5B 0.79%
33,223,736
+33,378
33
$3.42B 0.77%
21,245,000
+457,000
34
$3.38B 0.77%
26,010,007
-500,000
35
$3.37B 0.76%
36,986,701
-1,999,336
36
$3.25B 0.74%
38,396,006
+1
37
$3.03B 0.69%
21,232,527
-39,070
38
$3.01B 0.68%
1,646,605
-76,547
39
$3.01B 0.68%
60,883,940
-7,621,516
40
$2.96B 0.67%
6,627,057
-478,262
41
$2.95B 0.67%
101,010,196
-904,094
42
$2.94B 0.67%
6,567,816
-370,047
43
$2.84B 0.64%
44,767,600
+3,609,845
44
$2.81B 0.64%
11,522,994
-1,710,001
45
$2.61B 0.59%
18,694,795
+1,362,446
46
$2.6B 0.59%
20,878,703
-289,793
47
$2.57B 0.58%
10,381,843
+655,468
48
$2.49B 0.56%
75,839,142
+19,804
49
$2.47B 0.56%
18,349,607
+8,237,004
50
$2.47B 0.56%
65,845,571
+221,325
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