We are live on ! Find out more
Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$3.62B
2 +$2.15B
3 +$2.06B
4
AMGN icon
Amgen
AMGN
+$1.79B
5
C icon
Citigroup
C
+$1.73B

Top Sells

1 +$2.68B
2 +$2.68B
3 +$2.63B
4
CEG icon
Constellation Energy
CEG
+$1.72B
5
HD icon
Home Depot
HD
+$1.7B

Sector Composition

1 Technology 24.3%
2 Financials 14.27%
3 Consumer Discretionary 14.04%
4 Healthcare 13.01%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$432K ﹤0.01%
4,255
527
$416K ﹤0.01%
10,010
+99
528
$403K ﹤0.01%
6,962
-2,987
529
$387K ﹤0.01%
7,277
-968,368
530
$379K ﹤0.01%
18,786
531
$357K ﹤0.01%
3,814
-1,286
532
$355K ﹤0.01%
8,850
533
$266K ﹤0.01%
20,000
534
$238K ﹤0.01%
1,287
-433
535
$218K ﹤0.01%
+1,164
536
$212K ﹤0.01%
3,451
-1,163
537
$203K ﹤0.01%
512
-173
538
$199K ﹤0.01%
26,299
-31,401
539
-2,700
540
-1,324
541
-240,381
542
-13,445,241
543
-37,217
544
-4,481
545
-789,814
546
-12,970,463
547
-6,493,505
548
-1,708,275
549
-1,328,986
550
-4,527,100