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
$357B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.42B
2
+$2.15B
3
+$1.68B
4
SLB icon
SLB Limited
SLB
+$1.07B
5
COP icon
ConocoPhillips
COP
+$962M

Top Sells

1
+$2.45B
2
+$1.43B
3
+$823M
4
DAL icon
Delta Air Lines
DAL
+$812M
5
UNP icon
Union Pacific
UNP
+$774M

Sector Composition

1 Healthcare 13.91%
2 Financials 13.35%
3 Consumer Discretionary 12.88%
4 Technology 12.61%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21B 0.34%
28,203,987
+600,000
77
$1.18B 0.33%
13,609,200
-2,700,000
78
$1.17B 0.33%
51,628,615
-1,858,669
79
$1.17B 0.33%
6,197,462
+1,347,362
80
$1.15B 0.32%
9,206,309
-449,469
81
$1.15B 0.32%
12,432,362
+544,265
82
$1.14B 0.32%
6,035,000
+1,078,516
83
$1.09B 0.3%
17,951,961
-8,550,433
84
$1.07B 0.3%
23,014,200
-798,800
85
$1.06B 0.3%
81,261,364
+26,176
86
$1.02B 0.29%
10,087,190
-110,000
87
$1.02B 0.28%
17,471,350
+331,170
88
$1.02B 0.28%
4,513,883
+949,290
89
$1.01B 0.28%
13,258,327
90
$972M 0.27%
7,818,271
-78,000
91
$970M 0.27%
14,995,838
-1,175,340
92
$964M 0.27%
37,078,752
+645,052
93
$949M 0.27%
36,060,000
-7,000,000
94
$937M 0.26%
14,499,421
+1,120
95
$934M 0.26%
9,633,763
-1,991,237
96
$898M 0.25%
9,262,087
-603,251
97
$881M 0.25%
12,445,082
+587,432
98
$875M 0.24%
19,962,202
+803,899
99
$869M 0.24%
54,293,820
+8,234,805
100
$851M 0.24%
7,867,000
+4,191,558
2 3
4
5 6