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
$447B
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$1.89B
2
+$1.34B
3
+$1.23B
4
HON icon
Honeywell
HON
+$1.22B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.06B

Top Sells

1
+$4.26B
2
+$3.44B
3
+$1.61B
4
INTC icon
Intel
INTC
+$1.59B
5
JNJ icon
Johnson & Johnson
JNJ
+$1.27B

Sector Composition

1 Technology 19.56%
2 Financials 17.24%
3 Healthcare 15.33%
4 Consumer Discretionary 9.92%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12B 0.25%
20,332,545
+1,508,658
102
$1.12B 0.25%
7,182,034
-2,215,190
103
$1.11B 0.25%
17,798,895
+8,237,229
104
$1.09B 0.24%
7,492,084
-9,336,225
105
$1.09B 0.24%
5,217,957
+1,942,584
106
$1.08B 0.24%
10,875,310
-1,595,034
107
$1.08B 0.24%
11,259,513
+720,186
108
$1.04B 0.23%
31,180,074
-1,604,127
109
$1.02B 0.23%
29,654,682
+6,171,649
110
$1.01B 0.23%
15,822,100
+3,160,860
111
$996M 0.22%
5,129,863
+2,000
112
$983M 0.22%
8,038,238
+10,284
113
$983M 0.22%
5,712,453
+27,224
114
$974M 0.22%
61,085,193
-17,208,078
115
$946M 0.21%
15,060,150
+6,885
116
$924M 0.21%
28,997,693
-3,202,069
117
$915M 0.2%
6,949,967
+172,170
118
$896M 0.2%
7,745,176
+1,502,688
119
$894M 0.2%
5,768,618
+2,044
120
$881M 0.2%
+747,500
121
$867M 0.19%
2,628,856
+60,400
122
$859M 0.19%
6,187,167
+1,705,864
123
$841M 0.19%
23,544,156
+1,846,131
124
$830M 0.19%
6,119,485
+5,151
125
$827M 0.18%
15,443,097
+6,182,293
3 4
5
6 7