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
$520B
AUM Growth
+$36.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$1.37B
2
+$1.28B
3
+$1.24B
4
HAL icon
Halliburton
HAL
+$1.21B
5
AAPL icon
Apple
AAPL
+$1.04B

Top Sells

1
+$1.67B
2
+$1.19B
3
+$1.02B
4
DHI icon
D.R. Horton
DHI
+$1.01B
5
PXD
Pioneer Natural Resource Co.
PXD
+$952M

Sector Composition

1 Technology 22.08%
2 Healthcare 17.21%
3 Consumer Discretionary 12.51%
4 Financials 10.77%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33B 0.26%
10,228,053
-1,131,086
102
$1.33B 0.26%
9,781,904
+22,079
103
$1.31B 0.25%
4,352,122
+53,139
104
$1.3B 0.25%
17,226,199
-1,646,952
105
$1.29B 0.25%
35,236,590
-16,641
106
$1.28B 0.25%
21,276,919
+3,106,177
107
$1.26B 0.24%
26,563,427
+995,107
108
$1.25B 0.24%
5,503,759
-91,457
109
$1.24B 0.24%
21,587,295
-853,670
110
$1.18B 0.23%
16,241,668
+41,116
111
$1.18B 0.23%
5,991,012
+771,861
112
$1.16B 0.22%
5,620,741
-4,596,736
113
$1.16B 0.22%
20,360,030
-5,126,447
114
$1.12B 0.22%
10,779,399
-986,810
115
$1.11B 0.21%
9,730,284
+7,313,743
116
$1.1B 0.21%
9,948,189
-95,771
117
$1.1B 0.21%
81,648,769
-20,699,388
118
$1.07B 0.21%
25,092,824
-10,231,215
119
$1.04B 0.2%
2,653,244
+394,876
120
$1.04B 0.2%
2,322,684
+366,007
121
$1.03B 0.2%
6,974,695
+896,472
122
$1.02B 0.2%
13,623,635
+21,988
123
$1.02B 0.2%
35,594,917
-35,663,873
124
$996M 0.19%
6,020,533
-1,093,777
125
$982M 0.19%
+10,721,641
3 4
5
6 7