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
$461B
AUM Growth
+$19.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.49B
2
+$1B
3
+$941M
4
NOW icon
ServiceNow
NOW
+$911M
5
OXY icon
Occidental Petroleum
OXY
+$748M

Top Sells

1
+$2.34B
2
+$1.74B
3
+$1.51B
4
BA icon
Boeing
BA
+$1.41B
5
HD icon
Home Depot
HD
+$1.28B

Sector Composition

1 Technology 18.05%
2 Financials 15.65%
3 Consumer Discretionary 12.23%
4 Healthcare 10.02%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07B 0.88%
77,197,460
-445,000
27
$4.04B 0.88%
64,646,705
+39,829,381
28
$3.87B 0.84%
54,144,300
+9,376,700
29
$3.85B 0.84%
22,443,700
+1,198,700
30
$3.84B 0.83%
38,537,005
+140,999
31
$3.79B 0.82%
22,041,375
-713,717
32
$3.63B 0.79%
26,010,006
-1
33
$3.58B 0.78%
6,970,304
+343,247
34
$3.48B 0.75%
30,491,736
-2,732,000
35
$3.27B 0.71%
20,741,922
-136,781
36
$3.24B 0.7%
9,644,326
-492,000
37
$3.23B 0.7%
35,131,809
-1,854,892
38
$3.22B 0.7%
60,756,938
-127,002
39
$3.21B 0.7%
47,679,744
-34,677,466
40
$3.1B 0.67%
21,218,686
-13,841
41
$2.96B 0.64%
11,614,008
+2,503,578
42
$2.87B 0.62%
18,575,563
-119,232
43
$2.86B 0.62%
11,534,493
+11,499
44
$2.68B 0.58%
18,552,107
+202,500
45
$2.64B 0.57%
11,264,631
+882,788
46
$2.58B 0.56%
65,055,519
-790,052
47
$2.5B 0.54%
100,726,818
-283,378
48
$2.49B 0.54%
1,432,912
-213,693
49
$2.48B 0.54%
22,332,385
+130,160
50
$2.45B 0.53%
12,889,722
+10,844
1
2
3 4 5