Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.5B
3 +$1.49B
4
PBR icon
Petrobras
PBR
+$1.37B
5
PX
Praxair Inc
PX
+$950M

Top Sells

1 +$1.64B
2 +$918M
3 +$851M
4
LO
LORILLARD INC COM STK
LO
+$849M
5
POT
Potash Corp Of Saskatchewan
POT
+$791M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$884M 0.24%
10,593,103
-781,897
102
$879M 0.24%
19,954,230
-1,700,000
103
$866M 0.23%
23,855,000
104
$860M 0.23%
18,860,699
+745,455
105
$835M 0.23%
13,500,000
-2,975,000
106
$806M 0.22%
30,044,076
+3,938,900
107
$798M 0.22%
+19,399,299
108
$783M 0.21%
7,935,763
+4,660,277
109
$779M 0.21%
24,726,096
-13,138,846
110
$773M 0.21%
7,960,000
+50,000
111
$763M 0.21%
41,811,690
+5,168,290
112
$747M 0.2%
8,550,000
113
$739M 0.2%
22,168,192
+1,990,000
114
$738M 0.2%
3,709,100
+318,000
115
$734M 0.2%
41,020,605
+3,082,605
116
$731M 0.2%
3,254,500
+117,000
117
$728M 0.2%
31,043,219
118
$722M 0.2%
4,550,000
-480,000
119
$700M 0.19%
22,675,803
-7,132,426
120
$695M 0.19%
13,403,717
-1,693,019
121
$695M 0.19%
5,491,595
+70,265
122
$692M 0.19%
6,867,782
-60,000
123
$689M 0.19%
17,129,888
-540,000
124
$681M 0.18%
55,518,925
125
$675M 0.18%
6,945,017
+1,225