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
$308B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$12.2B
2
+$8.23B
3
+$7.53B
4
BA icon
Boeing
BA
+$7.53B
5
MSFT icon
Microsoft
MSFT
+$6.65B

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.06%
2 Industrials 13.77%
3 Healthcare 13.64%
4 Consumer Discretionary 11.18%
5 Energy 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$762M 0.25%
+31,445,000
102
$734M 0.24%
+21,519,190
103
$729M 0.24%
+21,258,554
104
$710M 0.23%
+20,281,000
105
$706M 0.23%
+19,330,182
106
$699M 0.23%
+7,396,800
107
$692M 0.22%
+19,137,000
108
$684M 0.22%
+39,473,300
109
$682M 0.22%
+69,952,000
110
$679M 0.22%
+14,852,000
111
$678M 0.22%
+16,576,000
112
$661M 0.21%
+10,050,000
113
$661M 0.21%
+14,516,125
114
$640M 0.21%
+16,902,000
115
$639M 0.21%
+14,300,000
116
$632M 0.2%
+29,021,220
117
$628M 0.2%
+10,443,000
118
$628M 0.2%
+25,275,000
119
$627M 0.2%
+18,822,500
120
$621M 0.2%
+25,268,344
121
$614M 0.2%
+1,541,733
122
$606M 0.2%
+27,497,005
123
$583M 0.19%
+8,010,000
124
$578M 0.19%
+14,700,000
125
$560M 0.18%
+17,750,000
3 4
5
6 7