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
$604B
AUM Growth
+$42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$2.88B
2
+$2.16B
3
+$2.08B
4
SLB icon
SLB Limited
SLB
+$2.05B
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.57B

Top Sells

1
+$3.34B
2
+$2.58B
3
+$2.18B
4
LLY icon
Eli Lilly
LLY
+$1.88B
5
AMAT icon
Applied Materials
AMAT
+$1.8B

Sector Composition

1 Technology 23.91%
2 Healthcare 15.8%
3 Consumer Discretionary 12.28%
4 Financials 11.9%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94B 0.49%
3,521,004
+6,005
52
$2.92B 0.48%
40,341,108
-204,284
53
$2.91B 0.48%
7,284,269
+73,634
54
$2.88B 0.48%
+14,587,046
55
$2.85B 0.47%
10,997,092
+685,677
56
$2.84B 0.47%
13,184,501
-1,405,366
57
$2.8B 0.46%
3,824,778
+285,533
58
$2.79B 0.46%
36,292,246
-4,317,881
59
$2.75B 0.45%
16,434,064
+10,681
60
$2.72B 0.45%
28,128,522
+584,566
61
$2.68B 0.44%
22,748,381
+1,400,154
62
$2.54B 0.42%
43,722,500
-12,576,200
63
$2.53B 0.42%
16,009,766
+495,879
64
$2.51B 0.42%
18,121,611
+3,470,883
65
$2.51B 0.42%
6,006,403
-6,161
66
$2.46B 0.41%
9,040,669
+723,549
67
$2.45B 0.41%
11,517,812
-4,538,460
68
$2.43B 0.4%
121,478,389
-29,056,440
69
$2.39B 0.4%
16,236,027
-3,446,177
70
$2.38B 0.39%
14,475,449
-2,082,914
71
$2.32B 0.38%
18,466,713
+82,551
72
$2.24B 0.37%
15,975,199
+15,427,748
73
$2.21B 0.37%
48,767,573
+6,201,777
74
$2.19B 0.36%
16,730,783
-3,895,426
75
$2.17B 0.36%
51,922,031
+2,497,509
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3
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