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
$340B
AUM Growth
-$28.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.06B
2
+$1.52B
3
+$981M
4
INTU icon
Intuit
INTU
+$862M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$808M

Top Sells

1
+$1.95B
2
+$1.03B
3
+$988M
4
DIS icon
Walt Disney
DIS
+$861M
5
AXP icon
American Express
AXP
+$779M

Sector Composition

1 Healthcare 14.38%
2 Financials 13.71%
3 Industrials 12.2%
4 Technology 11.83%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
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