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
$351B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$2.34B
2
+$1.94B
3
+$1.44B
4
CMCSA icon
Comcast
CMCSA
+$1.25B
5
MSFT icon
Microsoft
MSFT
+$1.2B

Top Sells

1
+$1.46B
2
+$1.37B
3
+$1.25B
4
PEP icon
PepsiCo
PEP
+$1.19B
5
GILD icon
Gilead Sciences
GILD
+$1.09B

Sector Composition

1 Industrials 14.32%
2 Financials 13.53%
3 Healthcare 12.74%
4 Consumer Discretionary 10.86%
5 Technology 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28B 0.36%
263,722
+61,095
77
$1.23B 0.35%
15,420,600
-905,000
78
$1.22B 0.35%
45,965,176
-2,317,000
79
$1.17B 0.33%
3,705,000
-1,450,000
80
$1.15B 0.33%
8,745,000
-1,720,000
81
$1.14B 0.32%
22,144,032
-352,500
82
$1.12B 0.32%
15,748,056
+760,000
83
$1.11B 0.32%
22,270,000
+540,000
84
$1.1B 0.31%
29,772,020
+3,720
85
$1.08B 0.31%
16,307,340
-1,153,000
86
$1.04B 0.3%
30,076,192
-1,482,308
87
$1.02B 0.29%
88,952,000
-2,453,600
88
$1B 0.29%
12,216,238
-615,000
89
$996M 0.28%
23,227,000
+2,590,000
90
$989M 0.28%
17,049,244
+7,429,244
91
$976M 0.28%
24,427,638
-11,925,639
92
$966M 0.28%
48,229,323
-1,270,000
93
$964M 0.27%
37,260,400
+14,130,400
94
$960M 0.27%
11,889,636
-7,407,040
95
$946M 0.27%
17,668,200
-1,145,000
96
$929M 0.26%
75,140,400
-4,896,000
97
$915M 0.26%
7,343,924
+1,578,924
98
$905M 0.26%
26,597,183
-1,906,800
99
$904M 0.26%
10,160,000
-1,585,000
100
$885M 0.25%
14,697,375
+350,000
2 3
4
5 6