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
$505B
AUM Growth
-$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$983M
3 +$879M
4
EOG icon
EOG Resources
EOG
+$790M
5
LUV icon
Southwest Airlines
LUV
+$781M

Top Sells

1 +$1.48B
2 +$1.43B
3 +$1.29B
4
DHI icon
D.R. Horton
DHI
+$1.21B
5
GTM
ZoomInfo Technologies
GTM
+$892M

Sector Composition

1 Technology 21.44%
2 Healthcare 17.17%
3 Consumer Discretionary 11.91%
4 Financials 10.96%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$4.66M ﹤0.01%
57,659
477
$3.97M ﹤0.01%
779,368
478
$3.92M ﹤0.01%
+53,066
479
$3.74M ﹤0.01%
8,727
+1,591
480
$3.71M ﹤0.01%
55,528
+1,304
481
$3.45M ﹤0.01%
35,153
-406,174
482
$3.44M ﹤0.01%
198,824
+9,294
483
$3.21M ﹤0.01%
87,464
+2,450
484
$3.17M ﹤0.01%
30,941
+909
485
$2.74M ﹤0.01%
929,849
486
$2.68M ﹤0.01%
20,940
+599
487
$2.33M ﹤0.01%
25,160
+13,356
488
$2.29M ﹤0.01%
223,835
489
$2.16M ﹤0.01%
22,270
490
$2.07M ﹤0.01%
90,449
+2,562
491
$1.92M ﹤0.01%
58,098
+1,494
492
$1.86M ﹤0.01%
113,744
+1,638
493
$1.69M ﹤0.01%
44,327
494
$1.65M ﹤0.01%
1,043,695
495
$1.48M ﹤0.01%
229,524
496
$1.29M ﹤0.01%
30,236
-226
497
$1.27M ﹤0.01%
401,284
498
$1.19M ﹤0.01%
30,986
499
$1.08M ﹤0.01%
46,005
+1,283
500
$828K ﹤0.01%
16,974