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
$457B
AUM Growth
+$43.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$716M
3 +$657M
4
CPAY icon
Corpay
CPAY
+$650M
5
PFE icon
Pfizer
PFE
+$541M

Top Sells

1 +$2.32B
2 +$2.27B
3 +$887M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$842M
5
ISRG icon
Intuitive Surgical
ISRG
+$746M

Sector Composition

1 Technology 20.28%
2 Healthcare 16.49%
3 Consumer Discretionary 15.03%
4 Financials 12.76%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$3.87M ﹤0.01%
312,000
527
$3.82M ﹤0.01%
345,000
528
$3.79M ﹤0.01%
466,239
529
$3.78M ﹤0.01%
+218,460
530
$2.38M ﹤0.01%
8,574
-1,417
531
$2.36M ﹤0.01%
13,000
532
$2.23M ﹤0.01%
41,600
-50,000
533
$1.95M ﹤0.01%
36,400
534
$1.72M ﹤0.01%
10,981
+703
535
$1.45M ﹤0.01%
147,585
+33,156
536
$1.4M ﹤0.01%
39,952
+2,238
537
$1.39M ﹤0.01%
22,270
538
$1.04M ﹤0.01%
1,043,695
539
$1.03M ﹤0.01%
26,010
+1,776
540
$889K ﹤0.01%
14,766
+1,209
541
$833K ﹤0.01%
+7,102
542
$629K ﹤0.01%
+1,891
543
$546K ﹤0.01%
3,854
+54
544
$539K ﹤0.01%
229,524
545
$531K ﹤0.01%
10,095
+3,472
546
$515K ﹤0.01%
+21,459
547
$513K ﹤0.01%
13,092
548
$463K ﹤0.01%
21,827
549
$311K ﹤0.01%
7,500
-1,885
550
$305K ﹤0.01%
+3,801