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
$371B
AUM Growth
+$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$1.59B
2
+$1.47B
3
+$1.17B
4
KR icon
Kroger
KR
+$924M
5
PNC icon
PNC Financial Services
PNC
+$749M

Top Sells

1
+$3.76B
2
+$1.64B
3
+$1.18B
4
EW icon
Edwards Lifesciences
EW
+$693M
5
AXP icon
American Express
AXP
+$677M

Sector Composition

1 Healthcare 15.13%
2 Industrials 13.92%
3 Financials 13.29%
4 Technology 10.56%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21B 0.33%
24,106,000
-3,658,000
77
$1.19B 0.32%
12,315,000
78
$1.17B 0.32%
20,148,430
+204,290
79
$1.17B 0.32%
30,626,000
+24,113,482
80
$1.16B 0.31%
1,000,000
+1,200
81
$1.15B 0.31%
22,967,580
+2,000,000
82
$1.14B 0.31%
9,865,000
+58,990
83
$1.14B 0.31%
15,326,000
-250,000
84
$1.11B 0.3%
15,447,375
+830,000
85
$1.1B 0.3%
62,253,495
+5,342,295
86
$1.09B 0.29%
46,566,115
+7,743,392
87
$1.07B 0.29%
15,962,044
-65,000
88
$1.04B 0.28%
25,203,987
+3,100,000
89
$1.04B 0.28%
33,100,000
+100,000
90
$1.03B 0.28%
12,487,147
+3,883,000
91
$1.03B 0.28%
21,654,230
-6,672,435
92
$1.03B 0.28%
11,905,000
+300,000
93
$1.02B 0.27%
34,788,644
94
$1B 0.27%
10,197,190
-495,000
95
$993M 0.27%
26,681,215
+1,841,000
96
$970M 0.26%
29,369,000
-2,850,000
97
$952M 0.26%
10,110,338
+295,000
98
$932M 0.25%
11,171,500
+1,189,217
99
$928M 0.25%
8,978,500
-4,486,700
100
$922M 0.25%
9,798,000
+445,000
2 3
4
5 6