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
$356B
AUM Growth
-$6.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.76B
2
+$1.16B
3
+$916M
4
NOV icon
NOV
NOV
+$610M
5
PEP icon
PepsiCo
PEP
+$609M

Top Sells

1
+$3.27B
2
+$1.29B
3
+$1.1B
4
HD icon
Home Depot
HD
+$1B
5
WFC icon
Wells Fargo
WFC
+$1B

Sector Composition

1 Industrials 13.43%
2 Healthcare 13.26%
3 Financials 13.04%
4 Technology 10.89%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15B 0.32%
33,000,000
77
$1.15B 0.32%
15,344,723
-403,333
78
$1.14B 0.32%
248,700
-17,664
79
$1.13B 0.32%
14,440,600
-1,170,000
80
$1.1B 0.31%
27,901,020
-1,871,000
81
$1.08B 0.3%
86,302,576
-1,769,424
82
$1.07B 0.3%
40,324,936
+39,720
83
$1.05B 0.3%
23,680,000
+555,000
84
$1.05B 0.29%
22,749,151
-2,879,325
85
$1.01B 0.28%
9,260,000
-500,000
86
$1B 0.28%
25,723,895
+2,485,350
87
$1,000M 0.28%
7,750,000
88
$990M 0.28%
9,735,000
+15,000
89
$966M 0.27%
10,315,751
-1,685,487
90
$966M 0.27%
21,017,580
91
$909M 0.26%
8,270,100
+450,100
92
$895M 0.25%
21,405,000
+550,000
93
$890M 0.25%
16,475,000
-500,000
94
$886M 0.25%
42,600,000
+5,732,366
95
$883M 0.25%
16,027,044
+800,000
96
$872M 0.24%
16,476,000
97
$866M 0.24%
17,663,200
98
$859M 0.24%
9,803,000
-200,000
99
$849M 0.24%
14,705,000
-5,015,000
100
$837M 0.24%
36,731,400
-529,000
2 3
4
5 6