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
$413B
AUM Growth
+$68.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$1.29B
2
+$1B
3
+$923M
4
CL icon
Colgate-Palmolive
CL
+$734M
5
SE icon
Sea Limited
SE
+$658M

Top Sells

1
+$5.59B
2
+$4.07B
3
+$3.3B
4
UNH icon
UnitedHealth
UNH
+$2.41B
5
JPM icon
JPMorgan Chase
JPM
+$1.71B

Sector Composition

1 Technology 21.13%
2 Healthcare 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.7%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03B 0.25%
5,786,048
+13,568
102
$1.03B 0.25%
9,804,120
-2,276,330
103
$1.03B 0.25%
16,554,948
+3,134,128
104
$1.02B 0.25%
5,337,384
-201,278
105
$1.02B 0.25%
37,752,069
+516,265
106
$1.01B 0.24%
18,503,543
+1,696,330
107
$1B 0.24%
7,174,961
+193,865
108
$971M 0.24%
15,750,122
+1,066,679
109
$968M 0.23%
62,914,917
-2,039,778
110
$967M 0.23%
2,684,084
+1,213,938
111
$953M 0.23%
43,021,626
+16,642,505
112
$934M 0.23%
39,763,986
+13,211,801
113
$920M 0.22%
35,240,410
+41,103
114
$904M 0.22%
13,215,098
-12,522,118
115
$903M 0.22%
15,461,082
+399,344
116
$897M 0.22%
2,030,110
-129,557
117
$894M 0.22%
3,704,331
+208,533
118
$886M 0.21%
7,123,259
-825,715
119
$808M 0.2%
18,104,115
+3,958,388
120
$801M 0.19%
4,875,980
-432,044
121
$793M 0.19%
9,951,722
+4,324,904
122
$762M 0.18%
5,439,025
+2,879,076
123
$760M 0.18%
27,699,425
-615,174
124
$755M 0.18%
6,515,226
+3,165,711
125
$754M 0.18%
2,993,870
-472,342
3 4
5
6 7