Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

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
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$617B
AUM Growth
-$41.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$3.18B
2
+$1.92B
3
+$1.74B
4
INTC icon
Intel
INTC
+$1.25B
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.17B

Top Sells

1
+$7.01B
2
+$2.75B
3
+$2.08B
4
GILD icon
Gilead Sciences
GILD
+$2.03B
5
EXR icon
Extra Space Storage
EXR
+$1.98B

Sector Composition

1 Technology 21.37%
2 Healthcare 15.23%
3 Financials 14.79%
4 Consumer Discretionary 12.86%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.35B 0.38%
12,782,603
+3,027,001
77
$2.31B 0.37%
11,047,379
+399,537
78
$2.12B 0.34%
8,323,848
+1,100,377
79
$2.09B 0.34%
39,384,669
-3,124,855
80
$2.07B 0.34%
8,562,592
+702,515
81
$2.01B 0.33%
40,073,517
+548,744
82
$2B 0.32%
27,436,481
-2,918,594
83
$1.96B 0.32%
10,697,271
-1,455,994
84
$1.94B 0.31%
9,170,121
+2,112,633
85
$1.86B 0.3%
6,934,379
-2,055,584
86
$1.86B 0.3%
12,635,069
+6,481,145
87
$1.81B 0.29%
28,582,686
-16,230,836
88
$1.77B 0.29%
12,206,853
-1,424,663
89
$1.75B 0.28%
11,910,002
+1,156,223
90
$1.74B 0.28%
5,291,978
+183,826
91
$1.73B 0.28%
22,054,375
+176,090
92
$1.71B 0.28%
15,755,012
+1,802,951
93
$1.65B 0.27%
58,196,703
+771,316
94
$1.58B 0.26%
19,780,019
-308,838
95
$1.55B 0.25%
77,548,147
+379,507
96
$1.5B 0.24%
36,610,261
+710,146
97
$1.5B 0.24%
18,899,411
+874,110
98
$1.47B 0.24%
33,357,235
+838,097
99
$1.46B 0.24%
64,401,411
+54,973,681
100
$1.44B 0.23%
2,299,806
+78,578
2 3
4
5 6