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

Top Buys

1
+$2.31B
2
+$2.05B
3
+$1.59B
4
SLB icon
SLB Ltd
SLB
+$1.15B
5
COP icon
ConocoPhillips
COP
+$1.08B

Top Sells

1
+$2.32B
2
+$1.47B
3
+$862M
4
UNP icon
Union Pacific
UNP
+$849M
5
DAL icon
Delta Air Lines
DAL
+$792M

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
$781M 0.22%
4,268,000
+540,000
110
$754M 0.21%
22,168,192
111
$740M 0.21%
9,705,000
+1,435,000
112
$739M 0.21%
2,170,000
+1,065,000
113
$739M 0.21%
12,306,507
+500,428
114
$723M 0.2%
18,699,134
-2,630,872
115
$709M 0.2%
164,929,922
-9,975,731
116
$707M 0.2%
13,283,607
-6,347,401
117
$704M 0.2%
14,287,998
-2,425,642
118
$699M 0.2%
10,072,430
-10,076,000
119
$679M 0.19%
14,706,626
-1,413,243
120
$672M 0.19%
11,726,981
-9,559,786
121
$665M 0.19%
9,798,000
+745,500
122
$654M 0.18%
+8,288,164
123
$641M 0.18%
18,873,208
+7,774
124
$631M 0.18%
26,357,400
+6,621,380
125
$630M 0.18%
7,450,170
+488,162
3 4
5
6 7