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
$586B
AUM Growth
-$2.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$1.05B
3
+$877M
4
NVDA icon
NVIDIA
NVDA
+$867M
5
GTM
ZoomInfo Technologies
GTM
+$788M

Top Sells

1
+$1.48B
2
+$1.07B
3
+$861M
4
V icon
Visa
V
+$825M
5
VMC icon
Vulcan Materials
VMC
+$643M

Sector Composition

1 Technology 19.82%
2 Consumer Discretionary 16.72%
3 Healthcare 14.89%
4 Financials 14.28%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38B 0.24%
14,061,477
-585,069
102
$1.37B 0.23%
4,880,993
+18,846
103
$1.35B 0.23%
19,853,204
+1,324,230
104
$1.31B 0.22%
36,171,700
+3,823,650
105
$1.31B 0.22%
60,699,922
+5,289
106
$1.31B 0.22%
16,093,745
+2,549,449
107
$1.27B 0.22%
18,028,212
-234,716
108
$1.27B 0.22%
20,662,570
-216,846
109
$1.27B 0.22%
2,219,309
-624,660
110
$1.26B 0.22%
20,663,839
+12,879,724
111
$1.22B 0.21%
15,575,417
-1,835
112
$1.22B 0.21%
4,594,296
-766,010
113
$1.22B 0.21%
10,853,917
+2,012,029
114
$1.21B 0.21%
4,235,708
+1,244,515
115
$1.2B 0.2%
6,104,982
-915,297
116
$1.2B 0.2%
52,402,657
+298,186
117
$1.19B 0.2%
10,653,474
-9,603,108
118
$1.18B 0.2%
9,612,325
+7,641
119
$1.17B 0.2%
3,491,813
+437
120
$1.17B 0.2%
64,790,052
+7,473,686
121
$1.15B 0.2%
9,923,014
+5,180,039
122
$1.14B 0.19%
4,743,357
-37,538
123
$1.09B 0.19%
5,661,647
-497,376
124
$1.09B 0.19%
53,224,968
+2,625,406
125
$1.07B 0.18%
25,255,471
+1,884,871
3 4
5
6 7