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
$541B
AUM Growth
+$22.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$2.2B
2 +$2.06B
3 +$1.58B
4
STLA icon
Stellantis
STLA
+$1.48B
5
TD icon
Toronto Dominion Bank
TD
+$1.15B

Top Sells

1 +$3.56B
2 +$1.89B
3 +$1.8B
4
MA icon
Mastercard
MA
+$1.34B
5
PFE icon
Pfizer
PFE
+$1.32B

Sector Composition

1 Technology 19.18%
2 Consumer Discretionary 15.92%
3 Financials 14.64%
4 Healthcare 14.55%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$1.43M ﹤0.01%
38,268
+31,590
577
$1.25M ﹤0.01%
+15,115
578
$1.18M ﹤0.01%
17,058
+3,579
579
$1.07M ﹤0.01%
229,524
580
$1.04M ﹤0.01%
10,674
+4,725
581
$1M ﹤0.01%
11,400
582
$818K ﹤0.01%
+16,189
583
$817K ﹤0.01%
31,404
-5,168,662
584
$718K ﹤0.01%
7,564
+3,683
585
$690K ﹤0.01%
23,896
+2,069
586
$486K ﹤0.01%
+8,004
587
$450K ﹤0.01%
+9,775
588
$339K ﹤0.01%
7,500
589
$315K ﹤0.01%
1,176
-155,188
590
$235K ﹤0.01%
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591
-1,025,000
592
-33,800
593
-69,415
594
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595
-201,673
596
-1,715,969
597
-600,000
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600
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