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
$411B
AUM Growth
-$56.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$2.08B
2
+$2.02B
3
+$1.14B
4
ABBV icon
AbbVie
ABBV
+$1.03B
5
AMGN icon
Amgen
AMGN
+$953M

Top Sells

1
+$9.28B
2
+$7.62B
3
+$5.75B
4
META icon
Meta Platforms (Facebook)
META
+$3.85B
5
INTC icon
Intel
INTC
+$3.74B

Sector Composition

1 Technology 17.1%
2 Financials 14.75%
3 Healthcare 13.91%
4 Consumer Discretionary 13%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01B 0.49%
15,042,978
-6,058,933
52
$1.92B 0.47%
23,423,802
+2,056,863
53
$1.89B 0.46%
9,656,242
-6,275,645
54
$1.87B 0.45%
79,434,720
-21,158,636
55
$1.85B 0.45%
16,581,505
-1,803,763
56
$1.81B 0.44%
102,259,350
+10,900,545
57
$1.8B 0.44%
46,801,293
-4,503,622
58
$1.78B 0.43%
19,119,769
+2,781,225
59
$1.76B 0.43%
12,100,602
+480,012
60
$1.72B 0.42%
15,314,435
+4,497,951
61
$1.7B 0.41%
10,469,634
+1,107,379
62
$1.69B 0.41%
8,827,593
+565,428
63
$1.67B 0.41%
49,431,229
+1,061,251
64
$1.64B 0.4%
14,012,000
-2,863,000
65
$1.61B 0.39%
11,931,000
+542,279
66
$1.59B 0.39%
10,468,017
+1,078,656
67
$1.53B 0.37%
7,540,143
-14,126,734
68
$1.52B 0.37%
15,392,830
-1,136,000
69
$1.52B 0.37%
14,844,057
-4,686,148
70
$1.51B 0.37%
4,751,070
+1,367,045
71
$1.5B 0.36%
15,774,222
-7,114,019
72
$1.5B 0.36%
26,528,344
+9,500,340
73
$1.49B 0.36%
20,800,353
74
$1.48B 0.36%
7,698,891
-3,293,143
75
$1.47B 0.36%
20,347,626
-8,029,858
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3
4 5