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
$659B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$3.88B
2
+$2.12B
3
+$1.94B
4
C icon
Citigroup
C
+$1.81B
5
HON icon
Honeywell
HON
+$1.59B

Top Sells

1
+$3.36B
2
+$2.8B
3
+$2.39B
4
ANET icon
Arista Networks
ANET
+$1.7B
5
HD icon
Home Depot
HD
+$1.61B

Sector Composition

1 Technology 24.47%
2 Financials 14.11%
3 Consumer Discretionary 14.04%
4 Healthcare 13.01%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56B 0.24%
2,221,228
+323,636
102
$1.53B 0.23%
6,382,377
-350,615
103
$1.49B 0.23%
5,108,152
-22,187
104
$1.46B 0.22%
6,361,183
+1,566,658
105
$1.44B 0.22%
10,966,857
-3,037,922
106
$1.44B 0.22%
12,460,949
+72,271
107
$1.42B 0.22%
33,701,044
-4,501,205
108
$1.39B 0.21%
26,031,499
-22,218,452
109
$1.36B 0.21%
4,085,154
-1,127,023
110
$1.33B 0.2%
32,519,138
+36,829
111
$1.31B 0.2%
9,773,241
-1,556,478
112
$1.31B 0.2%
57,425,387
+2,841,837
113
$1.29B 0.2%
23,855,435
-2,795
114
$1.23B 0.19%
21,353,932
+169,354
115
$1.22B 0.19%
28,083,975
-1,643,939
116
$1.21B 0.18%
15,322,666
-2,261,821
117
$1.2B 0.18%
8,563,644
-391,751
118
$1.16B 0.18%
4,895,160
+960,962
119
$1.16B 0.18%
43,615,408
-10,072,797
120
$1.16B 0.18%
8,773,925
+37,648
121
$1.15B 0.17%
6,856,211
+7,060
122
$1.14B 0.17%
37,428,808
-1,949,421
123
$1.12B 0.17%
10,414,587
-9,629,979
124
$1.12B 0.17%
18,339,165
+72,582
125
$1.11B 0.17%
+18,246,504
3 4
5
6 7