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
$357B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.42B
2
+$2.15B
3
+$1.68B
4
SLB icon
SLB Limited
SLB
+$1.07B
5
COP icon
ConocoPhillips
COP
+$962M

Top Sells

1
+$2.45B
2
+$1.43B
3
+$823M
4
DAL icon
Delta Air Lines
DAL
+$812M
5
UNP icon
Union Pacific
UNP
+$774M

Sector Composition

1 Healthcare 13.91%
2 Financials 13.35%
3 Consumer Discretionary 12.88%
4 Technology 12.61%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$846M 0.24%
32,788,644
102
$837M 0.23%
12,375,000
+2,005,000
103
$837M 0.23%
13,500,000
104
$835M 0.23%
9,870,000
+700,000
105
$821M 0.23%
9,331,392
-145,169
106
$810M 0.23%
9,612,800
-1,346,000
107
$803M 0.22%
8,034,000
-3,755,000
108
$801M 0.22%
3,506,500
+201,500
109
$801M 0.22%
95,432,392
+588,253
110
$781M 0.22%
4,268,000
+540,000
111
$754M 0.21%
22,168,192
112
$740M 0.21%
9,705,000
+1,435,000
113
$739M 0.21%
2,170,000
+1,065,000
114
$739M 0.21%
12,306,507
+500,428
115
$723M 0.2%
18,699,134
-2,630,872
116
$709M 0.2%
164,929,922
-9,975,731
117
$707M 0.2%
13,283,607
-6,347,401
118
$704M 0.2%
14,287,998
-2,425,642
119
$699M 0.2%
10,072,430
-10,076,000
120
$679M 0.19%
14,706,626
-1,413,243
121
$672M 0.19%
11,726,981
-9,559,786
122
$665M 0.19%
9,798,000
+745,500
123
$654M 0.18%
+8,288,164
124
$641M 0.18%
18,873,208
+7,774
125
$631M 0.18%
26,357,400
+6,621,380
3 4
5
6 7