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
$613B
AUM Growth
+$9.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$4.84B
2
+$1.92B
3
+$1.28B
4
IR icon
Ingersoll Rand
IR
+$1.21B
5
META icon
Meta Platforms (Facebook)
META
+$1.17B

Top Sells

1
+$5.67B
2
+$4.32B
3
+$3.51B
4
CAT icon
Caterpillar
CAT
+$2.96B
5
LLY icon
Eli Lilly
LLY
+$2.46B

Sector Composition

1 Technology 25.01%
2 Healthcare 15.57%
3 Financials 12.28%
4 Consumer Discretionary 11.45%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57B 0.26%
5,283,293
+30,020
102
$1.54B 0.25%
7,938,202
+29,194
103
$1.53B 0.25%
11,550,690
-431,794
104
$1.51B 0.25%
5,805,084
+973,024
105
$1.43B 0.23%
21,607,133
+80,037
106
$1.41B 0.23%
30,328,098
+113,280
107
$1.41B 0.23%
6,793,177
-46,573
108
$1.4B 0.23%
10,529,860
-545,851
109
$1.37B 0.22%
9,872,640
-2,564,925
110
$1.32B 0.22%
37,592,426
-9,175,662
111
$1.3B 0.21%
7,894,050
-53,165
112
$1.25B 0.2%
1,926,732
+656,521
113
$1.22B 0.2%
8,937,845
-189,592
114
$1.21B 0.2%
68,092,813
+4,753,685
115
$1.19B 0.19%
4,770,080
-173,871
116
$1.18B 0.19%
6,783,377
+491,070
117
$1.16B 0.19%
17,516,528
+3,373,792
118
$1.15B 0.19%
17,630,528
+5,748,309
119
$1.15B 0.19%
39,269,674
+1,062,010
120
$1.14B 0.19%
7,331,990
+91,487
121
$1.11B 0.18%
4,338,548
+773,150
122
$1.1B 0.18%
11,216,589
-106,917
123
$1.09B 0.18%
8,708,151
+520,314
124
$1.06B 0.17%
21,856,376
+6,701,120
125
$1.06B 0.17%
13,431,975
-1,781,887
3 4
5
6 7