Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.75B
2
+$1.09B
3
+$1.06B
4
PG icon
Procter & Gamble
PG
+$1.01B
5
COP icon
ConocoPhillips
COP
+$607M

Top Sells

1
+$3.58B
2
+$1.23B
3
+$1.11B
4
DD icon
DuPont de Nemours
DD
+$850M
5
HD icon
Home Depot
HD
+$665M

Sector Composition

1 Industrials 13.81%
2 Financials 13.33%
3 Healthcare 12.6%
4 Technology 10.74%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$636M 0.18%
49,803,632
+26,558,632
127
$620M 0.17%
16,710,000
-505,000
128
$614M 0.17%
8,250,000
+80,000
129
$613M 0.17%
5,260,000
-865,000
130
$606M 0.17%
6,493,869
+20,000
131
$600M 0.17%
13,700,000
132
$594M 0.16%
7,500,000
+2,500,000
133
$593M 0.16%
10,171,000
+160,000
134
$592M 0.16%
10,655,000
135
$591M 0.16%
15,402,000
136
$582M 0.16%
7,227,782
137
$568M 0.16%
21,818,905
-4,346,200
138
$566M 0.16%
8,296,000
139
$564M 0.16%
54,749,704
+1,661,531
140
$560M 0.15%
13,829,488
-77,651
141
$557M 0.15%
44,995,000
+680,000
142
$553M 0.15%
3,440,565
+631,400
143
$543M 0.15%
4,567,225
144
$543M 0.15%
16,826,036
+1,830,000
145
$540M 0.15%
15,976,000
+702,300
146
$536M 0.15%
7,500,000
147
$524M 0.14%
11,520,000
148
$513M 0.14%
14,147,500
-9,864,472
149
$495M 0.14%
10,800,000
+1,100,000
150
$493M 0.14%
8,500,000
4 5
6
7 8