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
$471B
AUM Growth
-$110B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$2.07B
2
+$1.79B
3
+$1.59B
4
V icon
Visa
V
+$1.39B
5
CAT icon
Caterpillar
CAT
+$1.25B

Top Sells

1
+$4.13B
2
+$1.51B
3
+$1.11B
4
LMT icon
Lockheed Martin
LMT
+$1.04B
5
BLK icon
Blackrock
BLK
+$978M

Sector Composition

1 Healthcare 19.6%
2 Technology 17.14%
3 Consumer Discretionary 13.22%
4 Financials 12.49%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49B 0.74%
67,342,891
+10,867,330
27
$3.47B 0.74%
120,131,578
+3,639,015
28
$3.28B 0.7%
30,855,162
-9,181,958
29
$3.27B 0.69%
52,859,468
+3,357,616
30
$3.25B 0.69%
41,933,362
-1,445,993
31
$3.25B 0.69%
82,723,047
-24,148,781
32
$3.21B 0.68%
1,837,255
+227,070
33
$3.19B 0.68%
109,617,271
-28,062,268
34
$3.18B 0.68%
12,967,398
-3,910,691
35
$3.09B 0.66%
6,492,254
-403,588
36
$2.94B 0.63%
32,368,838
-1,481,738
37
$2.88B 0.61%
10,018,482
+1,057,370
38
$2.87B 0.61%
35,154,124
-929,003
39
$2.84B 0.6%
91,110,110
-6,712,555
40
$2.75B 0.58%
10,428,958
-955,899
41
$2.74B 0.58%
69,954,543
+16,097,159
42
$2.7B 0.57%
75,592,691
-6,494,349
43
$2.67B 0.57%
17,204,959
+557
44
$2.6B 0.55%
9,630,309
+687,346
45
$2.45B 0.52%
11,710,176
+233,598
46
$2.34B 0.5%
26,007,131
+2,544,046
47
$2.33B 0.5%
122,515,077
+94,033,331
48
$2.27B 0.48%
44,698,934
-5,180,209
49
$2.21B 0.47%
33,650,327
-3,071,303
50
$2.2B 0.47%
15,210,181
-3,039,097
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