Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Est. Return 34.37%
 

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
+34.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371B
AUM Growth
+$8.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$1.77B
2
+$1.11B
3
+$531M
4
BA icon
Boeing
BA
+$502M
5
DD
Du Pont De Nemours E I
DD
+$485M

Top Sells

1
+$1.16B
2
+$889M
3
+$643M
4
PM icon
Philip Morris
PM
+$618M
5
CVS icon
CVS Health
CVS
+$606M

Sector Composition

1 Healthcare 13.23%
2 Technology 12.3%
3 Consumer Discretionary 12.21%
4 Financials 10.43%
5 Consumer Staples 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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504
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505
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-10,467,784
506
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-3,318,750
507
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508
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509
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-245,000
510
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-1,050,000
17 18 19 20
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