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
$604B
AUM Growth
+$42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1 +$2.88B
2 +$2.16B
3 +$2.08B
4
SLB icon
SLB Ltd
SLB
+$2.05B
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.57B

Top Sells

1 +$3.34B
2 +$2.58B
3 +$2.18B
4
LLY icon
Eli Lilly
LLY
+$1.88B
5
AMAT icon
Applied Materials
AMAT
+$1.8B

Sector Composition

1 Technology 23.88%
2 Healthcare 15.8%
3 Consumer Discretionary 12.28%
4 Financials 11.9%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9.18M ﹤0.01%
340,000
477
$7.67M ﹤0.01%
558,712
478
$7.37M ﹤0.01%
34,200
479
$6.97M ﹤0.01%
13,327
-2,008
480
$5.35M ﹤0.01%
392,012
481
$4.75M ﹤0.01%
283,581
-235,000
482
$4.38M ﹤0.01%
57,659
483
$3.91M ﹤0.01%
2,056,000
484
$3.62M ﹤0.01%
52,576
-4,048
485
$3.36M ﹤0.01%
35,000
-745,000
486
$3.26M ﹤0.01%
22,270
487
$2.96M ﹤0.01%
1,315,268
488
$2.95M ﹤0.01%
26,799
-34,019
489
$2.93M ﹤0.01%
44,327
490
$2.8M ﹤0.01%
779,368
491
$2.78M ﹤0.01%
929,849
492
$2.74M ﹤0.01%
137,056
+93,301
493
$2.71M ﹤0.01%
89,776
+5,562
494
$2.43M ﹤0.01%
91,983
+1,328
495
$2.29M ﹤0.01%
143,106
+10,327
496
$2.11M ﹤0.01%
10,819
-10,371
497
$2.08M ﹤0.01%
175,823
+5,379
498
$1.74M ﹤0.01%
229,524
499
$1.72M ﹤0.01%
1,043,695
500
$1.32M ﹤0.01%
110,678