Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$2.93B
2
+$2.68B
3
+$2.43B
4
SO icon
Southern Company
SO
+$2.39B
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.18B

Top Sells

1
+$3.9B
2
+$3.24B
3
+$1.98B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Sector Composition

1 Technology 26.5%
2 Financials 14.22%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.72B 0.37%
38,326,315
-1,008,354
77
$2.65B 0.36%
156,012,585
-28,681,373
78
$2.63B 0.36%
31,787,657
+5,110,668
79
$2.6B 0.36%
26,648,948
-1,875,820
80
$2.59B 0.35%
40,430,403
-2,579,650
81
$2.56B 0.35%
2,678,614
+168,685
82
$2.48B 0.34%
10,481,043
+6,908,016
83
$2.35B 0.32%
9,505,122
-205,330
84
$2.34B 0.32%
22,446,853
+185,624
85
$2.32B 0.32%
47,546,388
+3,153,709
86
$2.23B 0.31%
8,271,156
-345,412
87
$2.19B 0.3%
4,588,281
+2,280
88
$2.11B 0.29%
4,959,336
+179,443
89
$1.98B 0.27%
37,289,711
+614,181
90
$1.96B 0.27%
2,584,141
+169,073
91
$1.93B 0.26%
6,867,974
+569,754
92
$1.91B 0.26%
2,730,713
+789,755
93
$1.9B 0.26%
19,976,850
+3,331,542
94
$1.89B 0.26%
2,635,188
+8,864
95
$1.85B 0.25%
11,579,021
-166,641
96
$1.85B 0.25%
30,738,934
+2,626,911
97
$1.82B 0.25%
11,706,883
-1,594,765
98
$1.82B 0.25%
9,055,075
+93,282
99
$1.8B 0.25%
12,991,408
-1,118,450
100
$1.78B 0.24%
7,982,550
-57,830
2 3
4
5 6