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
$445B
AUM Growth
-$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$1.32B
2
+$1.16B
3
+$1.03B
4
LEN icon
Lennar Class A
LEN
+$1.03B
5
MS icon
Morgan Stanley
MS
+$892M

Top Sells

1
+$1.13B
2
+$924M
3
+$816M
4
DG icon
Dollar General
DG
+$717M
5
STLA icon
Stellantis
STLA
+$698M

Sector Composition

1 Healthcare 20.38%
2 Technology 16.46%
3 Consumer Discretionary 14.81%
4 Financials 12.4%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52B 0.34%
2,756,624
-19,772
77
$1.51B 0.34%
57,806,388
-6,046,843
78
$1.51B 0.34%
18,280,395
+788,699
79
$1.44B 0.32%
11,852,588
+2,887,868
80
$1.42B 0.32%
39,746,543
-3,423,501
81
$1.42B 0.32%
30,554,607
-440,145
82
$1.41B 0.32%
16,824,358
+4,018,834
83
$1.38B 0.31%
7,388,456
+18,677
84
$1.37B 0.31%
42,830,645
-6,447,627
85
$1.37B 0.31%
7,696,715
+498,340
86
$1.33B 0.3%
2,826,410
+469,294
87
$1.33B 0.3%
8,950,416
-5,115
88
$1.31B 0.29%
43,597,550
-5,199,600
89
$1.31B 0.29%
22,866,011
-2,180,944
90
$1.3B 0.29%
12,183,016
+1,223,281
91
$1.28B 0.29%
16,201,785
+11,287,013
92
$1.28B 0.29%
10,114,442
-286,433
93
$1.28B 0.29%
17,671,945
+14,325,699
94
$1.27B 0.29%
45,090,752
-3,173,228
95
$1.26B 0.28%
4,129,849
-2,029,609
96
$1.24B 0.28%
7,039,135
+1,079,419
97
$1.22B 0.27%
5,796,112
-107,517
98
$1.2B 0.27%
33,537,734
+2,977,993
99
$1.18B 0.26%
31,423,171
+58,807
100
$1.16B 0.26%
+3,811,523
2 3
4
5 6