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
$415B
AUM Growth
-$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$2.65B
2
+$798M
3
+$702M
4
ADSK icon
Autodesk
ADSK
+$648M
5
HON icon
Honeywell
HON
+$552M

Top Sells

1
+$3.61B
2
+$1.42B
3
+$1.36B
4
SYY icon
Sysco
SYY
+$973M
5
NKE icon
Nike
NKE
+$908M

Sector Composition

1 Technology 18.91%
2 Financials 16.6%
3 Healthcare 14.12%
4 Consumer Discretionary 12.14%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54B 0.37%
27,830,052
-1,334,024
77
$1.54B 0.37%
12,371,992
-351,001
78
$1.52B 0.37%
31,901,084
+2,911,026
79
$1.52B 0.37%
9,397,224
-3,306,047
80
$1.5B 0.36%
30,795,811
-148,576
81
$1.49B 0.36%
34,835,505
-1,304,324
82
$1.48B 0.36%
8,173,290
+83,318
83
$1.45B 0.35%
53,157,393
+2,707,660
84
$1.37B 0.33%
31,732,303
+1,221,453
85
$1.37B 0.33%
2,631,879
-29,568
86
$1.35B 0.32%
21,228,494
-497,087
87
$1.29B 0.31%
10,358,813
+24,703
88
$1.28B 0.31%
5,022,188
+581,631
89
$1.27B 0.31%
24,619,148
-229,978
90
$1.26B 0.3%
10,039,930
+2,453
91
$1.23B 0.3%
16,185,474
-1,700,772
92
$1.13B 0.27%
78,293,271
+1,006,659
93
$1.13B 0.27%
7,742,699
-13,714
94
$1.12B 0.27%
40,055,389
-9,947,214
95
$1.12B 0.27%
47,366,966
+12,565,867
96
$1.11B 0.27%
12,470,344
-1,103,801
97
$1.1B 0.27%
2,000,158
+297,894
98
$1.1B 0.26%
4,488,197
+2,871,789
99
$1.08B 0.26%
19,247,328
-3,354,616
100
$1.04B 0.25%
32,199,762
-48,159
2 3
4
5 6