Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$1.75B
2 +$1.09B
3 +$1.06B
4
PG icon
Procter & Gamble
PG
+$1.01B
5
COP icon
ConocoPhillips
COP
+$607M

Top Sells

1 +$3.58B
2 +$1.23B
3 +$1.11B
4
DD icon
DuPont de Nemours
DD
+$850M
5
HD icon
Home Depot
HD
+$665M

Sector Composition

1 Industrials 13.81%
2 Financials 13.33%
3 Healthcare 12.6%
4 Technology 10.74%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$7.43M ﹤0.01%
+195,700
477
$7.42M ﹤0.01%
474,700
478
$6.56M ﹤0.01%
+725,000
479
$6.53M ﹤0.01%
600,000
-1,100,000
480
$6.51M ﹤0.01%
1,819,600
-1,448,700
481
$6.32M ﹤0.01%
25,800
+6,667
482
$6.26M ﹤0.01%
+300,000
483
$6.26M ﹤0.01%
2,220,000
484
$6.15M ﹤0.01%
14,450
485
$6.1M ﹤0.01%
150,000
-570,000
486
$5.14M ﹤0.01%
+138,105
487
$4.86M ﹤0.01%
118,600
-870,400
488
$3.93M ﹤0.01%
840,000
489
$3.68M ﹤0.01%
+555,512
490
$2.74M ﹤0.01%
115,000
491
$1.87M ﹤0.01%
100,000
492
$1.22M ﹤0.01%
14,000
493
$575K ﹤0.01%
5,000
494
$213K ﹤0.01%
25,000
495
$198K ﹤0.01%
1,840
496
$163K ﹤0.01%
1,864
497
$22K ﹤0.01%
423
498
-1,120,000
499
-1,465,695
500
-625,000