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
$447B
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$2.06B
2
+$1.27B
3
+$1.24B
4
BA icon
Boeing
BA
+$1.24B
5
SHOP icon
Shopify
SHOP
+$1.15B

Top Sells

1
+$4.11B
2
+$3.9B
3
+$1.7B
4
MRK icon
Merck
MRK
+$1.7B
5
MU icon
Micron Technology
MU
+$1.37B

Sector Composition

1 Technology 19.56%
2 Financials 17.24%
3 Healthcare 15.33%
4 Consumer Discretionary 9.92%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66B 0.37%
14,195,529
+4,384
77
$1.66B 0.37%
14,913,547
-778,219
78
$1.6B 0.36%
7,776,940
-396,350
79
$1.59B 0.36%
17,182,187
-10,662
80
$1.59B 0.35%
2,834,900
+203,021
81
$1.54B 0.34%
53,180,102
+22,709
82
$1.46B 0.33%
73,251,344
+30,109,393
83
$1.45B 0.32%
5,146,137
-2,414,625
84
$1.44B 0.32%
24,711,169
+92,021
85
$1.39B 0.31%
6,527,111
-3,087,101
86
$1.39B 0.31%
27,244,670
-585,382
87
$1.37B 0.31%
18,715,932
-531,396
88
$1.35B 0.3%
10,824,941
-1,547,051
89
$1.35B 0.3%
20,775,851
-452,643
90
$1.33B 0.3%
84,140,436
+4,889,405
91
$1.33B 0.3%
4,531,515
+43,318
92
$1.3B 0.29%
28,374,656
+12,391,142
93
$1.3B 0.29%
8,589,568
+214,793
94
$1.28B 0.29%
14,517,583
-1,667,891
95
$1.27B 0.28%
2,227,535
+227,377
96
$1.27B 0.28%
9,606,334
-752,479
97
$1.27B 0.28%
19,480,517
+1,379,501
98
$1.19B 0.27%
5,260,964
+4,884,618
99
$1.15B 0.26%
28,832,290
+28,813,990
100
$1.12B 0.25%
14,705,335
+102,776
2 3
4
5 6