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
$645B
AUM Growth
+$31.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$4.03B
2
+$1.96B
3
+$1.62B
4
NKE icon
Nike
NKE
+$1.46B
5
CFG icon
Citizens Financial Group
CFG
+$1.43B

Top Sells

1
+$2.49B
2
+$2.2B
3
+$1.43B
4
LLY icon
Eli Lilly
LLY
+$1.29B
5
SLB icon
SLB Limited
SLB
+$1.23B

Sector Composition

1 Technology 23.09%
2 Healthcare 15.24%
3 Financials 13.29%
4 Consumer Discretionary 12.91%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.39B 0.37%
39,178,365
-101,194
77
$2.36B 0.37%
15,524,500
+2,087,371
78
$2.35B 0.36%
20,044,566
-202,722
79
$2.29B 0.35%
4,630,237
+103,871
80
$2.27B 0.35%
3,887,622
-8,889
81
$2.17B 0.34%
22,647,544
-7,813,172
82
$2.16B 0.34%
48,249,951
-155,742
83
$2.16B 0.33%
12,677,796
-13,660
84
$2.15B 0.33%
43,127,521
-495,356
85
$2.07B 0.32%
27,563,036
+177,705
86
$2.04B 0.32%
7,831,843
-123,299
87
$1.97B 0.31%
22,257,310
+16,528,754
88
$1.95B 0.3%
19,891,146
+1,905,772
89
$1.89B 0.29%
6,331,494
+95,169
90
$1.86B 0.29%
12,638,848
-2,954,651
91
$1.82B 0.28%
18,865,780
-4,869
92
$1.82B 0.28%
21,683,704
+1,281,968
93
$1.78B 0.28%
14,004,779
-240,679
94
$1.77B 0.27%
6,288,942
+483,858
95
$1.77B 0.27%
5,130,339
-152,954
96
$1.73B 0.27%
15,234,690
-37,033
97
$1.73B 0.27%
5,212,177
-938,201
98
$1.71B 0.26%
6,732,992
-60,185
99
$1.71B 0.26%
8,955,395
-4,168,940
100
$1.7B 0.26%
57,472,866
-446,551
2 3
4
5 6