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
$369B
AUM Growth
-$41.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$2.81B
2
+$2.16B
3
+$1.76B
4
META icon
Meta Platforms (Facebook)
META
+$1.24B
5
PNC icon
PNC Financial Services
PNC
+$1.14B

Top Sells

1
+$1.53B
2
+$1.5B
3
+$1.42B
4
AMZN icon
Amazon
AMZN
+$1.15B
5
PM icon
Philip Morris
PM
+$745M

Sector Composition

1 Technology 17.17%
2 Healthcare 14.99%
3 Financials 14.74%
4 Consumer Discretionary 12.54%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42B 0.93%
56,998,513
-4,590,091
27
$3.35B 0.91%
14,989,782
-422,460
28
$3.28B 0.89%
19,517,709
+461,999
29
$3.25B 0.88%
24,636,827
-242,162
30
$3.2B 0.87%
16,848,497
+11,383,971
31
$3.16B 0.86%
8,044,455
-309,215
32
$3.13B 0.85%
100,601,333
+833,922
33
$2.94B 0.8%
25,130,096
+9,752,000
34
$2.87B 0.78%
129,325,680
+27,066,330
35
$2.81B 0.76%
+17,950,099
36
$2.73B 0.74%
10,210,528
+22,223
37
$2.73B 0.74%
31,261,861
+1,911,924
38
$2.71B 0.73%
15,254,813
-1,956,682
39
$2.7B 0.73%
35,779,578
+2,500,030
40
$2.63B 0.71%
7,029,191
+644,868
41
$2.47B 0.67%
23,983,029
+2,003,705
42
$2.39B 0.65%
70,238,568
-7,344,009
43
$2.39B 0.65%
17,404,753
+751,644
44
$2.3B 0.62%
21,133,746
-2,707,820
45
$2.25B 0.61%
21,093,035
+5,778,600
46
$2.18B 0.59%
7,657,217
+290,000
47
$2.17B 0.59%
13,721,112
+1,620,510
48
$2.09B 0.57%
44,976,660
+14,899,037
49
$2.09B 0.57%
56,658,644
+5,503,096
50
$2.06B 0.56%
10,105,773
+197,635
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