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
$461B
AUM Growth
+$19.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$2.49B
2 +$1B
3 +$941M
4
NOW icon
ServiceNow
NOW
+$911M
5
OXY icon
Occidental Petroleum
OXY
+$748M

Top Sells

1 +$2.34B
2 +$1.74B
3 +$1.51B
4
BA icon
Boeing
BA
+$1.41B
5
HD icon
Home Depot
HD
+$1.28B

Sector Composition

1 Technology 18.05%
2 Financials 15.65%
3 Consumer Discretionary 12.23%
4 Healthcare 10.02%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
20
502
-3,000,000
503
-2,000,000
504
-4
505
-28,831
506
-797,000
507
-1,750,000
508
-1,646,838
509
-10,000,000
510
-297,750
511
-15,974,500
512
-9,000,000
513
-10
514
-7,013,006
515
$0 ﹤0.01%
7
516
-490,000
517
-410,600
518
-6,800,000
519
-1,649,326
520
-3,234,663
521
-430,000
522
-465,000
523
-1,100,595
524
$0 ﹤0.01%
+4
525
-25,500,000