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
$632B
AUM Growth
+$46.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.17B
3
+$1.14B
4
RRX icon
Regal Rexnord
RRX
+$704M
5
LLY icon
Eli Lilly
LLY
+$642M

Top Sells

1
+$2.57B
2
+$2.13B
3
+$1.39B
4
JPM icon
JPMorgan Chase
JPM
+$1.29B
5
EMR icon
Emerson Electric
EMR
+$1.28B

Sector Composition

1 Technology 21.31%
2 Consumer Discretionary 17.23%
3 Healthcare 15.38%
4 Financials 12.72%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67B 0.74%
79,672,881
-405,872
27
$4.4B 0.7%
30,542,908
-5,335,605
28
$4.39B 0.69%
27,869,799
+1,609,461
29
$4.36B 0.69%
36,229,363
+723,057
30
$4.31B 0.68%
24,273,668
-481,851
31
$4.19B 0.66%
202,515,615
+18,803,550
32
$3.86B 0.61%
46,851,859
+3,717,875
33
$3.66B 0.58%
15,508,790
-237,880
34
$3.64B 0.58%
1,515,889
+31,161
35
$3.6B 0.57%
16,105,696
-2,008,608
36
$3.56B 0.56%
65,581,967
+5,135,409
37
$3.47B 0.55%
9,658,541
-1,260,196
38
$3.46B 0.55%
6,533,592
-266,218
39
$3.36B 0.53%
5,323,635
+3,635
40
$3.33B 0.53%
20,649,105
+2,994,368
41
$3.33B 0.53%
14,507,175
-10,934
42
$3.2B 0.51%
22,078,839
+8,515
43
$3.17B 0.5%
14,871,240
+2,906,014
44
$3.1B 0.49%
42,681,624
+5,705,315
45
$3.01B 0.48%
17,341,095
+72,889
46
$3B 0.47%
14,375,412
-723,224
47
$2.96B 0.47%
16,741,675
-45,869
48
$2.94B 0.47%
38,367,374
-133,376
49
$2.81B 0.44%
5,955,180
+395,484
50
$2.76B 0.44%
10,153,849
+268,934
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