Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$2.93B
2
+$2.68B
3
+$2.43B
4
SO icon
Southern Company
SO
+$2.39B
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.18B

Top Sells

1
+$3.9B
2
+$3.24B
3
+$1.98B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Sector Composition

1 Technology 26.5%
2 Financials 14.22%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.12B 0.84%
28,359,726
+695,491
27
$5.5B 0.75%
16,987,565
-843,439
28
$5.33B 0.73%
25,050,674
-913,587
29
$5.3B 0.72%
18,795,474
+1,935,876
30
$5.25B 0.72%
12,945,423
+21,207
31
$5.2B 0.71%
20,436,163
-1,123,457
32
$5.19B 0.71%
3,938,687
-31,841
33
$5.16B 0.7%
68,382,158
+1,419,575
34
$5.13B 0.7%
30,252,842
+18,607,545
35
$5.02B 0.69%
45,179,931
-1,123,368
36
$5.01B 0.68%
10,552,427
-506,618
37
$4.99B 0.68%
10,285,145
+706,572
38
$4.81B 0.66%
17,045,156
+2,077,506
39
$4.8B 0.66%
47,262,626
+2,871,074
40
$4.69B 0.64%
102,470,493
+2,436,127
41
$4.55B 0.62%
4,218,296
+263,601
42
$4.31B 0.59%
12,076,697
-67,540
43
$4.29B 0.59%
9,386,519
+490,354
44
$4.28B 0.58%
19,800,750
-1,837,150
45
$4.21B 0.58%
37,669,625
-1,124,060
46
$4.11B 0.56%
17,325,206
+10,636,161
47
$4.07B 0.56%
1,740,129
+22,659
48
$4.05B 0.55%
4,187,006
-179,779
49
$4.03B 0.55%
3,456,205
-91,314
50
$3.76B 0.51%
28,219,600
-1,054,763
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