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
$562B
AUM Growth
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$1.14B
3
+$1.07B
4
BLK icon
Blackrock
BLK
+$1.04B
5
BN icon
Brookfield
BN
+$1B

Top Sells

1
+$1.68B
2
+$1.55B
3
+$1.38B
4
COP icon
ConocoPhillips
COP
+$1.23B
5
IRM icon
Iron Mountain
IRM
+$1.03B

Sector Composition

1 Technology 23.5%
2 Healthcare 16.36%
3 Consumer Discretionary 11.93%
4 Financials 11.75%
5 Industrials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85B 0.51%
3,514,999
+1,279,952
52
$2.83B 0.5%
9,741,551
-34,442
53
$2.71B 0.48%
17,835,214
+7,060,923
54
$2.7B 0.48%
16,423,383
+2,400
55
$2.69B 0.48%
51,617,471
+1,133,686
56
$2.58B 0.46%
56,298,700
+427,050
57
$2.52B 0.45%
73,836,985
-2,561,625
58
$2.52B 0.45%
16,558,363
-3,103,602
59
$2.51B 0.45%
150,534,829
+7,750,480
60
$2.5B 0.44%
17,608,690
+487,180
61
$2.5B 0.44%
40,610,127
+283,802
62
$2.5B 0.44%
68,155,129
+18,853,983
63
$2.47B 0.44%
18,110,558
-1,431,572
64
$2.43B 0.43%
7,210,635
-348,023
65
$2.39B 0.42%
40,545,392
+221,248
66
$2.34B 0.42%
3,539,245
+132,292
67
$2.33B 0.41%
10,311,415
+43,845
68
$2.33B 0.41%
17,537,059
+2,104,590
69
$2.32B 0.41%
6,012,564
+338,181
70
$2.32B 0.41%
20,626,209
-497,926
71
$2.31B 0.41%
15,513,887
+4,700,289
72
$2.29B 0.41%
27,543,956
+487,308
73
$2.28B 0.41%
5,031,450
-903,922
74
$2.16B 0.38%
29,150,799
-6,126,086
75
$2.01B 0.36%
8,317,120
+4,327
1 2
3
4 5