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
$357B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.31B
2 +$2.05B
3 +$1.59B
4
SLB icon
SLB Ltd
SLB
+$1.15B
5
COP icon
ConocoPhillips
COP
+$1.08B

Top Sells

1 +$2.32B
2 +$1.47B
3 +$862M
4
UNP icon
Union Pacific
UNP
+$849M
5
DAL icon
Delta Air Lines
DAL
+$792M

Sector Composition

1 Healthcare 13.91%
2 Financials 13.35%
3 Consumer Discretionary 12.88%
4 Technology 12.61%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$6.97M ﹤0.01%
1,869,000
477
$6.49M ﹤0.01%
2,516,010
478
$6.46M ﹤0.01%
+2,250,483
479
$5.97M ﹤0.01%
2,220,000
480
$5.78M ﹤0.01%
410,210
481
$4.95M ﹤0.01%
335,523
-176,800
482
$4.67M ﹤0.01%
335,523
-176,800
483
$4.59M ﹤0.01%
25,500,000
484
$4.45M ﹤0.01%
5
-2
485
$4.06M ﹤0.01%
228,134
-170,620
486
$3.8M ﹤0.01%
128,498
-72,502
487
$2.52M ﹤0.01%
103,210
488
$2.48M ﹤0.01%
120,000
489
$2.4M ﹤0.01%
50,000
490
$1.61M ﹤0.01%
474,700
491
$1.48M ﹤0.01%
24,682,820
492
$1.45M ﹤0.01%
+60,000
493
$1.15M ﹤0.01%
75,000
494
$930K ﹤0.01%
27,400
-28,000
495
$838K ﹤0.01%
12,421
-1,091,349
496
$601K ﹤0.01%
14,700
497
$572K ﹤0.01%
+14,200
498
$257K ﹤0.01%
1,840
499
$214K ﹤0.01%
4,400
500
$135K ﹤0.01%
14,315
-5,506