Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.86%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.75B
2 +$2.94B
3 +$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1 +$3.78B
2 +$3.59B
3 +$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.21%
2 Financials 14.55%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$10.1M ﹤0.01%
754,805
502
$9.54M ﹤0.01%
5,579,106
-920,554
503
$9.1M ﹤0.01%
250,000
504
$8.52M ﹤0.01%
20,700
505
$8.42M ﹤0.01%
193,895
506
$7.23M ﹤0.01%
24,016
+1,599
507
$7.03M ﹤0.01%
+49,476
508
$6.83M ﹤0.01%
63,679
-61,293
509
$6.7M ﹤0.01%
57,324
-216,783
510
$6.59M ﹤0.01%
1,775
-784
511
$6.14M ﹤0.01%
16,367
+10,932
512
$5.84M ﹤0.01%
60,363
513
$5.48M ﹤0.01%
+416,823
514
$5.25M ﹤0.01%
350,774
515
$4.92M ﹤0.01%
145,248
+48,277
516
$4.71M ﹤0.01%
308,479
+4,637
517
$4.64M ﹤0.01%
44,966
+29,558
518
$4.34M ﹤0.01%
86,874
-3,854,763
519
$4.28M ﹤0.01%
69,605
-837
520
$3.97M ﹤0.01%
+27,012
521
$3.94M ﹤0.01%
44,327
522
$3.85M ﹤0.01%
29,189
-2,161,861
523
$3.53M ﹤0.01%
250,000
524
$3.51M ﹤0.01%
11,169
+7,554
525
$3.43M ﹤0.01%
73,016
+3,152