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
$632B
AUM Growth
+$46.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1 +$1.46B
2 +$1.17B
3 +$1.14B
4
RRX icon
Regal Rexnord
RRX
+$704M
5
LLY icon
Eli Lilly
LLY
+$642M

Top Sells

1 +$2.57B
2 +$2.13B
3 +$1.39B
4
JPM icon
JPMorgan Chase
JPM
+$1.29B
5
EMR icon
Emerson Electric
EMR
+$1.28B

Sector Composition

1 Technology 21.3%
2 Consumer Discretionary 17.23%
3 Healthcare 15.38%
4 Financials 12.72%
5 Communication Services 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$29.2M ﹤0.01%
1,100,000
-200,000
502
$29.1M ﹤0.01%
396,000
503
$28.8M ﹤0.01%
1,365,894
+44,971
504
$28.8M ﹤0.01%
+183,528
505
$28.4M ﹤0.01%
1,028,000
506
$28.3M ﹤0.01%
1,352,501
507
$27.1M ﹤0.01%
1,323,842
-9,475,192
508
$26.6M ﹤0.01%
2,751,000
+100,000
509
$25.6M ﹤0.01%
430,000
510
$25M ﹤0.01%
1,542,000
511
$24.7M ﹤0.01%
100,000
512
$23.8M ﹤0.01%
+2,000,000
513
$23.6M ﹤0.01%
277,245
-709
514
$23.5M ﹤0.01%
848,296
-560,800
515
$23.3M ﹤0.01%
71,000
516
$23.2M ﹤0.01%
396,000
-21
517
$22.8M ﹤0.01%
1,100,000
518
$22.6M ﹤0.01%
225,003
519
$22.2M ﹤0.01%
807,000
520
$21.6M ﹤0.01%
8,519,540
521
$21.5M ﹤0.01%
25,411
-1,115,981
522
$20.6M ﹤0.01%
1,010,000
523
$20.5M ﹤0.01%
253,000
524
$19.4M ﹤0.01%
1,300,000
-946,576
525
$18.9M ﹤0.01%
166,544