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
$581B
AUM Growth
-$51.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$1.53B
3
+$1.48B
4
INTC icon
Intel
INTC
+$1.27B
5
TRP icon
TC Energy
TRP
+$1.27B

Top Sells

1
+$3.06B
2
+$3.04B
3
+$2.88B
4
JPM icon
JPMorgan Chase
JPM
+$2.87B
5
BLK icon
Blackrock
BLK
+$2.56B

Sector Composition

1 Technology 19.71%
2 Healthcare 15.96%
3 Consumer Discretionary 15.87%
4 Financials 12.59%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78B 0.48%
11,476,578
+1,322,729
52
$2.77B 0.48%
21,081,026
-997,813
53
$2.75B 0.47%
35,314,215
+7,894,757
54
$2.73B 0.47%
11,384,857
-3,122,318
55
$2.67B 0.46%
20,406,515
-242,590
56
$2.63B 0.45%
12,293,516
+541,010
57
$2.61B 0.45%
53,857,384
+22,890,585
58
$2.57B 0.44%
6,268,217
+313,037
59
$2.54B 0.44%
49,879,143
+3,568,252
60
$2.37B 0.41%
4,123,625
-700,799
61
$2.35B 0.4%
23,463,085
+9,014,700
62
$2.33B 0.4%
61,612,082
+915,157
63
$2.27B 0.39%
84,115,642
+9,855,365
64
$2.19B 0.38%
37,576,911
+100,145
65
$2.13B 0.37%
11,560,738
-2,814,674
66
$2.12B 0.37%
9,203,388
+392,964
67
$2.11B 0.36%
11,415,138
-667,975
68
$2.09B 0.36%
30,884,330
-14,013,320
69
$2.08B 0.36%
15,638,882
-401,439
70
$2.04B 0.35%
17,046,464
+5,698,601
71
$2.04B 0.35%
31,977,267
-29,893
72
$2.02B 0.35%
32,194,616
-4,456,574
73
$2B 0.34%
52,691,855
+644,430
74
$1.96B 0.34%
24,451,783
-7,367,033
75
$1.95B 0.34%
23,658,708
-6,581,592
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3
4 5