Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.86%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$4.75B
2
+$2.94B
3
+$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1
+$3.78B
2
+$3.59B
3
+$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.21%
2 Financials 14.55%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22B 0.32%
26,676,989
+6,896,970
77
$2.21B 0.32%
39,446,160
-627,357
78
$2.11B 0.31%
28,843,132
+260,446
79
$2.11B 0.31%
35,972,488
-6,967,203
80
$2.08B 0.3%
35,405,110
-29,792,802
81
$2.07B 0.3%
8,405,819
-156,773
82
$2.06B 0.3%
17,302,836
+1,547,824
83
$2.03B 0.3%
11,745,662
-164,340
84
$1.95B 0.28%
22,261,229
+206,854
85
$1.92B 0.28%
11,788,411
-994,192
86
$1.9B 0.28%
13,301,648
-1,560,886
87
$1.89B 0.27%
2,509,929
+210,123
88
$1.85B 0.27%
4,784,291
+1,676,339
89
$1.83B 0.27%
4,779,893
+1,399,488
90
$1.82B 0.27%
6,689,045
-245,334
91
$1.78B 0.26%
4,586,001
-3,488,750
92
$1.73B 0.25%
11,389,545
-1,245,524
93
$1.73B 0.25%
23,215,061
+3,934,636
94
$1.7B 0.25%
44,392,679
+11,035,444
95
$1.69B 0.25%
2,415,068
+788,587
96
$1.64B 0.24%
36,675,530
+65,269
97
$1.63B 0.24%
4,961,604
+42,363
98
$1.63B 0.24%
5,098,038
+1,184,921
99
$1.62B 0.24%
28,112,023
+371,293
100
$1.62B 0.23%
84,073,355
+6,525,208
2 3
4
5 6