Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$2.68B
3 +$2.43B
4
SO icon
Southern Company
SO
+$2.39B
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.18B

Top Sells

1 +$3.9B
2 +$3.24B
3 +$1.98B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Sector Composition

1 Technology 26.5%
2 Financials 14.22%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$22.3M ﹤0.01%
214,469
477
$21.6M ﹤0.01%
551,714
+10,121
478
$21.2M ﹤0.01%
+408,881
479
$20.9M ﹤0.01%
701,760
480
$20.3M ﹤0.01%
528,382
-426,906
481
$20.1M ﹤0.01%
611,995
482
$19.4M ﹤0.01%
112,841
483
$19.1M ﹤0.01%
312,500
+100,000
484
$17M ﹤0.01%
1,452,300
485
$16.6M ﹤0.01%
684,805
+267,982
486
$16.2M ﹤0.01%
553,255
487
$16.1M ﹤0.01%
253,745
+40,510
488
$15.2M ﹤0.01%
+1,357,460
489
$15.1M ﹤0.01%
+5,208,333
490
$14.8M ﹤0.01%
2,562,000
491
$14.4M ﹤0.01%
209,733
-7,439
492
$14.3M ﹤0.01%
171,960
+51,924
493
$14.3M ﹤0.01%
299,838
-4,871
494
$14.1M ﹤0.01%
1,500,000
495
$12.5M ﹤0.01%
45,664
496
$12M ﹤0.01%
754,805
497
$11.8M ﹤0.01%
300,008
-24,118,994
498
$11.7M ﹤0.01%
210,862
-4,824
499
$10M ﹤0.01%
194,931
500
$9.62M ﹤0.01%
61,083
+34,071