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
$581B
AUM Growth
-$51.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$1.53B
3
+$1.48B
4
INTC icon
Intel
INTC
+$1.27B
5
TRP icon
TC Energy
TRP
+$1.27B

Top Sells

1
+$3.06B
2
+$3.04B
3
+$2.88B
4
JPM icon
JPMorgan Chase
JPM
+$2.87B
5
BLK icon
Blackrock
BLK
+$2.56B

Sector Composition

1 Technology 19.71%
2 Healthcare 15.96%
3 Consumer Discretionary 15.87%
4 Financials 12.59%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.92B 0.33%
31,006,365
+18,681,592
77
$1.9B 0.33%
38,364,844
+25,630,363
78
$1.9B 0.33%
17,109,705
+1,006,276
79
$1.87B 0.32%
13,923,650
-1,047,112
80
$1.87B 0.32%
14,745,214
-3,480,413
81
$1.83B 0.32%
8,619,070
-322,925
82
$1.8B 0.31%
5,399,092
+60,066
83
$1.77B 0.3%
72,051,877
+7,901,325
84
$1.74B 0.3%
40,466,760
+15,195,534
85
$1.72B 0.3%
49,292,580
-1,022,000
86
$1.71B 0.3%
62,798,170
+17,390,370
87
$1.71B 0.29%
9,661,229
-633,717
88
$1.7B 0.29%
14,208,220
-1,897,476
89
$1.7B 0.29%
8,993,215
-41,014
90
$1.69B 0.29%
28,215,665
+1,872,595
91
$1.67B 0.29%
64,885,769
+9,070,170
92
$1.67B 0.29%
12,631,604
-1,085,406
93
$1.65B 0.28%
5,774,785
-1,518,024
94
$1.6B 0.28%
28,901,002
-3,812,758
95
$1.51B 0.26%
9,859,163
-294,716
96
$1.47B 0.25%
24,685,995
-3,130,395
97
$1.42B 0.25%
10,033,777
-6,707,898
98
$1.42B 0.24%
44,857,800
+2,801,150
99
$1.41B 0.24%
53,179,973
+170,809
100
$1.38B 0.24%
702,307
+68
2 3
4
5 6