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
$369B
AUM Growth
-$41.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$2.81B
2
+$2.16B
3
+$1.76B
4
META icon
Meta Platforms (Facebook)
META
+$1.24B
5
PNC icon
PNC Financial Services
PNC
+$1.14B

Top Sells

1
+$1.53B
2
+$1.5B
3
+$1.42B
4
AMZN icon
Amazon
AMZN
+$1.15B
5
PM icon
Philip Morris
PM
+$745M

Sector Composition

1 Technology 17.17%
2 Healthcare 14.99%
3 Financials 14.74%
4 Consumer Discretionary 12.54%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$994M 0.27%
20,122,458
+9,988,458
102
$992M 0.27%
13,876,049
+405,579
103
$987M 0.27%
7,799,552
+922,670
104
$963M 0.26%
3,361,070
-4,483
105
$961M 0.26%
19,495,232
+2,656,861
106
$948M 0.26%
36,984,870
+33,420,740
107
$947M 0.26%
2,785,628
+91,000
108
$940M 0.25%
15,022,664
+1,766,423
109
$936M 0.25%
7,275,334
+2,196,255
110
$921M 0.25%
77,968,706
+1,480,299
111
$882M 0.24%
17,485,838
-3,492,344
112
$867M 0.23%
29,086,199
+10,541,120
113
$860M 0.23%
20,288,221
+4,668,065
114
$851M 0.23%
14,250,142
-1,000,000
115
$826M 0.22%
14,513,119
-4,067,518
116
$784M 0.21%
9,509,936
+2,756,978
117
$781M 0.21%
41,349,275
-1,992,918
118
$772M 0.21%
3,922,424
-500,000
119
$765M 0.21%
14,697,523
+558,011
120
$745M 0.2%
15,012,683
+2,188,077
121
$742M 0.2%
48,138,235
+681,516
122
$721M 0.2%
14,495,694
+1,100,000
123
$712M 0.19%
6,254,781
-770,009
124
$712M 0.19%
5,638,683
-124,996
125
$708M 0.19%
29,181,191
+5,267,902
3 4
5
6 7