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
$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
51
$2.24B 0.49%
9,258,705
-477,302
52
$2.22B 0.49%
9,541,467
-332,949
53
$2.15B 0.47%
27,208,151
-7,865,424
54
$2.07B 0.45%
16,517,047
-2,398,674
55
$2.04B 0.45%
57,144,527
+545,618
56
$2B 0.44%
4,830,325
+603
57
$1.98B 0.43%
6,288,603
-496,792
58
$1.93B 0.42%
33,115,846
+6,560,718
59
$1.91B 0.42%
24,717,948
+2,199,138
60
$1.9B 0.41%
16,526,333
-45,921
61
$1.89B 0.41%
2,492,000
-25,135
62
$1.85B 0.41%
32,227,408
+13,723,865
63
$1.85B 0.4%
5,210,658
-238,166
64
$1.84B 0.4%
7,974,079
-28,903
65
$1.82B 0.4%
31,760,526
+6,751,376
66
$1.82B 0.4%
18,217,968
+170,600
67
$1.8B 0.39%
16,417,779
+615,045
68
$1.78B 0.39%
8,379,358
-3,954,552
69
$1.77B 0.39%
73,654,278
+15,971,998
70
$1.75B 0.38%
17,874,745
+2,787,210
71
$1.67B 0.37%
7,211,450
+197,710
72
$1.63B 0.36%
10,361,505
-123,044
73
$1.63B 0.36%
28,675,364
+2,961,566
74
$1.6B 0.35%
8,105,531
-140,526
75
$1.57B 0.34%
10,983,853
-840,226
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3
4 5