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
$604B
AUM Growth
+$42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$2.88B
2
+$2.16B
3
+$2.08B
4
SLB icon
SLB Limited
SLB
+$2.05B
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.57B

Top Sells

1
+$3.34B
2
+$2.58B
3
+$2.18B
4
LLY icon
Eli Lilly
LLY
+$1.88B
5
AMAT icon
Applied Materials
AMAT
+$1.8B

Sector Composition

1 Technology 23.91%
2 Healthcare 15.8%
3 Consumer Discretionary 12.28%
4 Financials 11.9%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48B 0.25%
36,889,424
-522,622
102
$1.47B 0.24%
11,075,711
103
$1.44B 0.24%
30,455,389
-224,131
104
$1.41B 0.23%
6,839,750
-53,791
105
$1.38B 0.23%
9,524,067
-15,043,471
106
$1.37B 0.23%
10,553,086
-1,355,464
107
$1.34B 0.22%
15,213,862
+18,865
108
$1.31B 0.22%
22,603,108
-3,716,667
109
$1.3B 0.22%
9,470,247
+74,504
110
$1.29B 0.21%
6,981,762
-1,589,487
111
$1.29B 0.21%
7,947,215
-543,869
112
$1.28B 0.21%
845,749
+95,029
113
$1.25B 0.21%
9,127,437
-516,325
114
$1.25B 0.21%
21,017,256
-21,885
115
$1.23B 0.2%
4,943,951
-68,307
116
$1.21B 0.2%
4,832,060
+398,350
117
$1.2B 0.2%
9,466,881
-6,141,043
118
$1.2B 0.2%
11,323,506
+8,945
119
$1.2B 0.2%
38,365,956
+3,141,038
120
$1.19B 0.2%
63,339,128
+163,377
121
$1.19B 0.2%
6,599,752
+296,941
122
$1.18B 0.19%
38,207,664
+1,147,836
123
$1.12B 0.19%
8,072,130
-1,206,555
124
$1.11B 0.18%
13,096,614
+582,826
125
$1.1B 0.18%
16,008,085
+6,588,256
3 4
5
6 7