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
$645B
AUM Growth
+$31.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$4.03B
2
+$1.96B
3
+$1.62B
4
NKE icon
Nike
NKE
+$1.46B
5
CFG icon
Citizens Financial Group
CFG
+$1.43B

Top Sells

1
+$2.49B
2
+$2.2B
3
+$1.43B
4
LLY icon
Eli Lilly
LLY
+$1.29B
5
SLB icon
SLB Limited
SLB
+$1.23B

Sector Composition

1 Technology 23.09%
2 Healthcare 15.24%
3 Financials 13.29%
4 Consumer Discretionary 12.91%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.27B 0.82%
1,252,120
-248,217
27
$5.19B 0.8%
3,636,386
+99,965
28
$4.92B 0.76%
5,901,978
-858,967
29
$4.54B 0.7%
16,508,424
+1,537,081
30
$4.52B 0.7%
4,298,387
-340,280
31
$4.46B 0.69%
45,749,548
+41,331,058
32
$4.44B 0.69%
9,869,029
-770,412
33
$4.22B 0.65%
52,605,725
+3,900,314
34
$4.21B 0.65%
112,237,436
+1,419,848
35
$4.2B 0.65%
22,265,052
-329,166
36
$4.18B 0.65%
12,068,848
+32,026
37
$4.1B 0.64%
8,590,161
-84,642
38
$3.99B 0.62%
22,131,682
+2,541,833
39
$3.94B 0.61%
31,528,340
+44,205
40
$3.92B 0.61%
17,583,307
-88,940
41
$3.82B 0.59%
47,509,626
-1,074,538
42
$3.8B 0.59%
4,003,680
+785,535
43
$3.64B 0.56%
7,414,450
+63,905
44
$3.63B 0.56%
20,216,870
+297,650
45
$3.63B 0.56%
7,165,289
-230,013
46
$3.52B 0.55%
3,972,060
+56,696
47
$3.46B 0.54%
78,064,795
+24,765
48
$3.32B 0.51%
114,235,931
-5,877,510
49
$3.29B 0.51%
64,396,977
-2,476,067
50
$3.27B 0.51%
13,791,274
+195,471
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