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
$411B
AUM Growth
-$56.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$2.08B
2
+$2.02B
3
+$1.14B
4
ABBV icon
AbbVie
ABBV
+$1.03B
5
AMGN icon
Amgen
AMGN
+$953M

Top Sells

1
+$9.28B
2
+$7.62B
3
+$5.75B
4
META icon
Meta Platforms (Facebook)
META
+$3.85B
5
INTC icon
Intel
INTC
+$3.74B

Sector Composition

1 Technology 17.1%
2 Financials 14.75%
3 Healthcare 13.91%
4 Consumer Discretionary 13%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14B 0.28%
5,464,526
+3,460,726
102
$1.14B 0.28%
+25,126,943
103
$1.13B 0.27%
15,031,546
+12,370,546
104
$1.1B 0.27%
6,876,882
+1,790,330
105
$1.1B 0.27%
14,395,380
+393,987
106
$1.1B 0.27%
8,329,319
+7,140,319
107
$1.07B 0.26%
16,838,371
+8,176,078
108
$1.07B 0.26%
47,588,258
+6,064,016
109
$1.05B 0.26%
70,821,980
+30,406,538
110
$1.02B 0.25%
13,256,241
+1,317,178
111
$1.02B 0.25%
47,456,719
+4,841,681
112
$1.02B 0.25%
11,946,373
+10,796,373
113
$1.01B 0.25%
24,900,604
-1,599,605
114
$1.01B 0.24%
4,422,424
-9,805,065
115
$1B 0.24%
2,694,628
-2,657,027
116
$967M 0.24%
24,992,330
-27,484,005
117
$953M 0.23%
23,593,647
+4,459,077
118
$953M 0.23%
+4,596,943
119
$947M 0.23%
13,470,470
-1,234,649
120
$922M 0.22%
43,342,193
-11,681,876
121
$921M 0.22%
12,575,343
-215,028
122
$897M 0.22%
15,620,156
+5,168,349
123
$874M 0.21%
4,054,750
+133,500
124
$874M 0.21%
2,473,708
+2,063,598
125
$868M 0.21%
5,763,679
-267,684
3 4
5
6 7