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
$445B
AUM Growth
-$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1 +$1.32B
2 +$1.16B
3 +$1.03B
4
LEN icon
Lennar Class A
LEN
+$1.03B
5
MS icon
Morgan Stanley
MS
+$892M

Top Sells

1 +$1.13B
2 +$924M
3 +$816M
4
DG icon
Dollar General
DG
+$717M
5
STLA icon
Stellantis
STLA
+$698M

Sector Composition

1 Healthcare 20.38%
2 Technology 16.42%
3 Consumer Discretionary 14.81%
4 Financials 12.4%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$1.16M ﹤0.01%
103,921
-46,079
527
$1.08M ﹤0.01%
12,940
528
$1.06M ﹤0.01%
20,670
+536
529
$1.04M ﹤0.01%
73,395
530
$998K ﹤0.01%
35,106
-6,224
531
$936K ﹤0.01%
45,320
+39
532
$815K ﹤0.01%
9,299
+99
533
$702K ﹤0.01%
797,523
-802,477
534
$643K ﹤0.01%
5,956
535
$573K ﹤0.01%
250,000
536
$554K ﹤0.01%
+12,800
537
$547K ﹤0.01%
13,749
-15,220
538
$399K ﹤0.01%
+32,349
539
$387K ﹤0.01%
4,854
-5,912
540
$289K ﹤0.01%
13,562
+610
541
$279K ﹤0.01%
11,481
542
$252K ﹤0.01%
6,620
+60
543
$228K ﹤0.01%
9,775
544
-868,056
545
-632,138
546
-2,192,458
547
-1,530,430
548
-18,755
549
-666,992
550
-371,768