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
$586B
AUM Growth
-$2.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$1.05B
3
+$877M
4
NVDA icon
NVIDIA
NVDA
+$867M
5
GTM
ZoomInfo Technologies
GTM
+$788M

Top Sells

1
+$1.48B
2
+$1.07B
3
+$861M
4
V icon
Visa
V
+$825M
5
VMC icon
Vulcan Materials
VMC
+$643M

Sector Composition

1 Technology 19.82%
2 Consumer Discretionary 16.72%
3 Healthcare 14.89%
4 Financials 14.28%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25B 0.73%
12,310,136
-1,450,095
27
$4.24B 0.72%
19,966,415
-3,024,488
28
$4.22B 0.72%
80,078,753
-1,936,092
29
$3.96B 0.68%
35,506,306
-61,016
30
$3.9B 0.67%
2,321,562
+86,224
31
$3.88B 0.66%
16,790,382
+1,502,363
32
$3.69B 0.63%
35,878,513
-5,182,646
33
$3.62B 0.62%
10,918,737
+50,919
34
$3.57B 0.61%
22,070,324
+274,233
35
$3.52B 0.6%
1,484,728
+122,091
36
$3.5B 0.6%
24,755,519
+1,748,668
37
$3.38B 0.58%
26,260,338
+908,866
38
$3.34B 0.57%
15,746,670
+1,990,714
39
$3.29B 0.56%
183,712,065
+16,658,148
40
$3.22B 0.55%
5,320,000
+12,043
41
$3.21B 0.55%
6,799,810
-851,470
42
$3.13B 0.53%
60,446,558
+13,917,795
43
$2.91B 0.5%
14,518,109
-506,345
44
$2.76B 0.47%
14,116,393
-799,970
45
$2.69B 0.46%
43,133,984
-1,624,789
46
$2.64B 0.45%
11,965,226
+5,341,175
47
$2.62B 0.45%
15,098,636
-934,440
48
$2.62B 0.45%
17,268,206
+855,424
49
$2.58B 0.44%
36,976,309
+988,974
50
$2.58B 0.44%
36,706,052
-6,421,919
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