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
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.5B
3 +$1.49B
4
PBR icon
Petrobras
PBR
+$1.37B
5
PX
Praxair Inc
PX
+$950M

Top Sells

1 +$1.64B
2 +$918M
3 +$851M
4
LO
LORILLARD INC COM STK
LO
+$849M
5
POT
Potash Corp Of Saskatchewan
POT
+$791M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$10.3M ﹤0.01%
+1,575,000
477
$10.1M ﹤0.01%
190,700
478
$9.66M ﹤0.01%
+440,000
479
$9.63M ﹤0.01%
500,000
480
$9.32M ﹤0.01%
500,000
481
$9.15M ﹤0.01%
55,700
482
$8.54M ﹤0.01%
+2,516,010
483
$8.32M ﹤0.01%
+107,000
484
$8.29M ﹤0.01%
238,300
-795,749
485
$7.92M ﹤0.01%
+460,000
486
$7.8M ﹤0.01%
182,000
-183,000
487
$7.75M ﹤0.01%
56,646
488
$7.6M ﹤0.01%
659,497
489
$7.42M ﹤0.01%
1,869,000
490
$7.41M ﹤0.01%
153,500
-951,723
491
$7.17M ﹤0.01%
70,000
-75,000
492
$6.16M ﹤0.01%
410,210
493
$6.11M ﹤0.01%
+435,000
494
0
495
$5.8M ﹤0.01%
+115,000
496
$5.8M ﹤0.01%
+200,000
497
$4.84M ﹤0.01%
2,220,000
498
$4.84M ﹤0.01%
371,428
499
$3.87M ﹤0.01%
474,700
500
$3.67M ﹤0.01%
+120,000