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
$467B
AUM Growth
+$23.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.79B
3
+$1.42B
4
COP icon
ConocoPhillips
COP
+$1.37B
5
META icon
Meta Platforms (Facebook)
META
+$1.17B

Top Sells

1
+$1.76B
2
+$1.58B
3
+$1.47B
4
SBUX icon
Starbucks
SBUX
+$948M
5
PG icon
Procter & Gamble
PG
+$876M

Sector Composition

1 Technology 17.69%
2 Financials 15.07%
3 Consumer Discretionary 12.82%
4 Healthcare 11.78%
5 Communication Services 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45B 0.95%
22,496,546
-552,007
27
$4.28B 0.92%
34,407,200
+3,394,449
28
$4.09B 0.88%
8,204,865
+407,082
29
$3.98B 0.85%
21,666,877
-1,161,064
30
$3.81B 0.82%
9,744,795
+1,474,437
31
$3.79B 0.81%
28,625,000
-72,776
32
$3.55B 0.76%
38,668,145
+19,140
33
$3.52B 0.75%
107,755,822
+350,718
34
$3.5B 0.75%
20,540,213
-126,789
35
$3.49B 0.75%
11,736,149
+34,156
36
$3.28B 0.7%
65,248,940
-1,175,943
37
$3.27B 0.7%
26,954,214
+300,312
38
$3.18B 0.68%
16,160,170
+2,424,432
39
$3.11B 0.67%
10,598,289
+319,083
40
$2.91B 0.62%
14,227,489
-1,324,848
41
$2.86B 0.61%
72,691,887
+36,007,075
42
$2.84B 0.61%
17,935,336
-353,541
43
$2.75B 0.59%
15,931,887
+1,396,174
44
$2.73B 0.59%
17,445,165
-2,293,210
45
$2.73B 0.58%
14,694,397
+1,403,632
46
$2.68B 0.57%
21,101,911
-14,277
47
$2.68B 0.57%
35,104,994
+9,283,381
48
$2.68B 0.57%
12,929,459
+317,680
49
$2.58B 0.55%
1,272,440
-8,608
50
$2.56B 0.55%
18,528,695
+2,454,195
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