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
$471B
AUM Growth
-$110B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$2.07B
2
+$1.79B
3
+$1.59B
4
V icon
Visa
V
+$1.39B
5
CAT icon
Caterpillar
CAT
+$1.25B

Top Sells

1
+$4.13B
2
+$1.51B
3
+$1.11B
4
LMT icon
Lockheed Martin
LMT
+$1.04B
5
BLK icon
Blackrock
BLK
+$978M

Sector Composition

1 Healthcare 19.6%
2 Technology 17.14%
3 Consumer Discretionary 13.22%
4 Financials 12.49%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17B 0.25%
12,805,524
-1,939,690
102
$1.17B 0.25%
30,559,741
+1,060,678
103
$1.14B 0.24%
12,161,027
-470,577
104
$1.14B 0.24%
12,513,106
+604,458
105
$1.13B 0.24%
2,357,116
+1,623,944
106
$1.11B 0.23%
10,299,886
+1,565,516
107
$1.09B 0.23%
11,552,555
+2,060,765
108
$1.09B 0.23%
17,535,636
-14,658,980
109
$1.05B 0.22%
31,364,364
+70,839
110
$1.04B 0.22%
7,975,275
-2,058,502
111
$1.03B 0.22%
58,438,969
-13,612,908
112
$1.02B 0.22%
4,799,162
-50,781
113
$1.01B 0.22%
4,528,552
-1,260
114
$1B 0.21%
2,137,173
+503
115
$983M 0.21%
79,574,855
-4,928,237
116
$983M 0.21%
9,344,595
+463,027
117
$979M 0.21%
5,364,681
+304,777
118
$971M 0.21%
26,961,964
+6,369,038
119
$970M 0.21%
3,238,632
+351
120
$954M 0.2%
3,863,645
-609,279
121
$950M 0.2%
5,959,716
+163,154
122
$941M 0.2%
4,487,021
+16,023
123
$937M 0.2%
4,169,249
+356,230
124
$924M 0.2%
614,437
-87,870
125
$921M 0.2%
27,718,615
-497,050
3 4
5
6 7