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
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$1.95B
2 +$1.48B
3 +$1.47B
4
PBR icon
Petrobras
PBR
+$1.38B
5
PX
Praxair Inc
PX
+$932M

Top Sells

1 +$1.56B
2 +$918M
3 +$849M
4
HD icon
Home Depot
HD
+$844M
5
POT
Potash Corp Of Saskatchewan
POT
+$765M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$3.67M ﹤0.01%
+120,000
502
$2.9M ﹤0.01%
103,210
503
$2.33M ﹤0.01%
+50,000
504
$1.92M ﹤0.01%
444,000
505
$1.49M ﹤0.01%
75,000
506
$1.06M ﹤0.01%
+14,700
507
$680K ﹤0.01%
200,000
508
$465K ﹤0.01%
20,208
509
$343K ﹤0.01%
+4,400
510
$302K ﹤0.01%
1,840
511
$270K ﹤0.01%
+19,821
512
$181K ﹤0.01%
9,777
513
$41K ﹤0.01%
62,170
-306,706
514
$17K ﹤0.01%
+248
515
$16K ﹤0.01%
130
-499,870
516
-191,800
517
-275,000
518
-308,096
519
-1,016,561
520
-564,035
521
-1,905,427
522
-19,936,511
523
-125,000
524
-1,000,000
525
-1,175,750