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
$363B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$1.83B
2 +$1.15B
3 +$1.1B
4
PG icon
Procter & Gamble
PG
+$986M
5
WFRD icon
Weatherford International
WFRD
+$848M

Top Sells

1 +$3.84B
2 +$1.26B
3 +$1.11B
4
DD icon
DuPont de Nemours
DD
+$869M
5
HD icon
Home Depot
HD
+$682M

Sector Composition

1 Industrials 13.81%
2 Financials 13.33%
3 Healthcare 12.6%
4 Technology 10.74%
5 Energy 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-625,000
502
-22,598,349
503
-637,600
504
-925,000
505
-1,385,618
506
-29,500
507
-1,425,000
508
-160,452
509
-167,700
510
-5,330,000
511
-400,000
512
-1,025,000
513
-1,107,273
514
-882,838
515
-499,000
516
-880,000
517
-1,472,000
518
-3,068,056
519
-3,250,000
520
-2,276,409
521
-1,149,000
522
-2,180,000
523
-1,695,000
524
-859,333
525
-1,504,249