Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

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
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$617B
AUM Growth
-$41.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1 +$3.18B
2 +$1.92B
3 +$1.74B
4
INTC icon
Intel
INTC
+$1.25B
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.17B

Top Sells

1 +$7.01B
2 +$2.75B
3 +$2.08B
4
GILD icon
Gilead Sciences
GILD
+$2.03B
5
EXR icon
Extra Space Storage
EXR
+$1.98B

Sector Composition

1 Technology 21.37%
2 Healthcare 15.23%
3 Financials 14.79%
4 Consumer Discretionary 12.86%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.11B 0.83%
30,759,943
-4,842,457
27
$5.03B 0.81%
10,793,955
-753,810
28
$4.97B 0.81%
52,101,843
-1,000,864
29
$4.83B 0.78%
12,097,577
+320
30
$4.72B 0.76%
54,282,374
+13,185,983
31
$4.63B 0.75%
68,398,405
+7,358,628
32
$4.62B 0.75%
110,804,572
+22,594,045
33
$4.52B 0.73%
16,749,623
+149,098
34
$4.46B 0.72%
26,154,978
+3,966,616
35
$4.39B 0.71%
10,016,544
+159,009
36
$4.31B 0.7%
17,651,003
+123,638
37
$4.27B 0.69%
927,145
-273,469
38
$4.03B 0.65%
18,266,626
-1,364,180
39
$4B 0.65%
11,574,183
+3,374,770
40
$3.91B 0.63%
65,197,912
+2,662,623
41
$3.91B 0.63%
114,276,796
+5,107,569
42
$3.9B 0.63%
34,567,917
-841,390
43
$3.86B 0.63%
15,528,642
+3,544,033
44
$3.86B 0.63%
28,180,344
-3,419,521
45
$3.83B 0.62%
4,047,860
-49,664
46
$3.78B 0.61%
4,000,157
+9,200
47
$3.72B 0.6%
7,518,819
+92,440
48
$3.6B 0.58%
17,529,354
+1,767,331
49
$3.6B 0.58%
11,924,736
+443,435
50
$3.53B 0.57%
20,688,885
+1,184,937