Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$2.93B
2
+$2.68B
3
+$2.43B
4
SO icon
Southern Company
SO
+$2.39B
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.18B

Top Sells

1
+$3.9B
2
+$3.24B
3
+$1.98B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Sector Composition

1 Technology 26.5%
2 Financials 14.22%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.7B 0.23%
5,122,335
+24,297
102
$1.67B 0.23%
17,016,467
+182,976
103
$1.65B 0.23%
25,026,010
-10,379,100
104
$1.64B 0.22%
17,479,389
+7,827,992
105
$1.64B 0.22%
10,562,754
-826,791
106
$1.64B 0.22%
23,517,049
+2,091,100
107
$1.62B 0.22%
27,152,708
-1,690,424
108
$1.6B 0.22%
4,961,156
-448
109
$1.58B 0.22%
6,866,440
-1,539,379
110
$1.57B 0.21%
8,384,133
+2,600,508
111
$1.57B 0.21%
23,240,070
+25,009
112
$1.55B 0.21%
21,203,690
+18,520
113
$1.53B 0.21%
18,242,609
-434,219
114
$1.53B 0.21%
37,343,504
+386,264
115
$1.5B 0.21%
2,464,012
-150,748
116
$1.48B 0.2%
1,799,310
-427,843
117
$1.47B 0.2%
6,335,283
-139,297
118
$1.45B 0.2%
8,684,020
-191,600
119
$1.45B 0.2%
1,959,504
+8,422
120
$1.44B 0.2%
85,216,556
+1,143,201
121
$1.42B 0.19%
2,853,349
-109,992
122
$1.4B 0.19%
10,860,803
+735,450
123
$1.39B 0.19%
9,851,237
+552,346
124
$1.39B 0.19%
10,697,131
-1,239,790
125
$1.37B 0.19%
30,830,308
+1,803,861
3 4
5
6 7