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
$426B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$706M
3
+$681M
4
MO icon
Altria Group
MO
+$664M
5
BIDU icon
Baidu
BIDU
+$612M

Top Sells

1
+$1.89B
2
+$1.42B
3
+$1.29B
4
TXN icon
Texas Instruments
TXN
+$943M
5
BA icon
Boeing
BA
+$884M

Sector Composition

1 Technology 17.33%
2 Financials 13.22%
3 Consumer Discretionary 12.3%
4 Healthcare 10.85%
5 Communication Services 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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506
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507
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508
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509
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510
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512
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513
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-314,000
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515
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516
$0 ﹤0.01%
+20
517
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518
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-8,468,960
519
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520
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-682,000
521
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-1,369,000
522
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-6,550,000
523
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-2,255,000
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