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
$505B
AUM Growth
-$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$1.24B
2
+$983M
3
+$879M
4
EOG icon
EOG Resources
EOG
+$790M
5
LUV icon
Southwest Airlines
LUV
+$781M

Top Sells

1
+$1.48B
2
+$1.43B
3
+$1.29B
4
DHI icon
D.R. Horton
DHI
+$1.21B
5
GTM
ZoomInfo Technologies
GTM
+$892M

Sector Composition

1 Technology 21.47%
2 Healthcare 17.17%
3 Consumer Discretionary 11.91%
4 Financials 10.96%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26B 0.25%
21,348,371
+71,452
102
$1.22B 0.24%
22,961,933
+1,374,638
103
$1.2B 0.24%
11,628,842
-1,492,724
104
$1.19B 0.24%
44,031,709
+28,862,711
105
$1.18B 0.23%
3,136,896
+1,306,284
106
$1.15B 0.23%
2,904,833
+251,589
107
$1.14B 0.23%
11,075,711
+1,015,403
108
$1.14B 0.22%
2,332,985
+10,301
109
$1.13B 0.22%
14,942,096
-2,284,103
110
$1.12B 0.22%
18,835,824
-1,524,206
111
$1.09B 0.22%
11,875,867
+52,291
112
$1.08B 0.21%
26,590,090
+9,102,700
113
$1.06B 0.21%
26,056,599
+963,775
114
$1.03B 0.2%
35,228,385
-8,205
115
$1.03B 0.2%
2,806,085
-650,657
116
$1.02B 0.2%
16,579,878
+5,905,454
117
$1.02B 0.2%
11,281,294
+501,895
118
$1.01B 0.2%
5,376,177
-614,835
119
$1B 0.2%
13,657,633
+33,998
120
$995M 0.2%
7,085,904
+111,209
121
$995M 0.2%
7,139,506
-102,007
122
$982M 0.19%
35,850,700
+255,783
123
$962M 0.19%
8,663,519
+7,916,519
124
$957M 0.19%
27,355,954
+3,746,182
125
$914M 0.18%
21,212,049
+1,893,885
3 4
5
6 7