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
$357B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.31B
2
+$2.05B
3
+$1.59B
4
SLB icon
SLB Ltd
SLB
+$1.15B
5
COP icon
ConocoPhillips
COP
+$1.08B

Top Sells

1
+$2.32B
2
+$1.47B
3
+$862M
4
UNP icon
Union Pacific
UNP
+$849M
5
DAL icon
Delta Air Lines
DAL
+$792M

Sector Composition

1 Healthcare 13.91%
2 Financials 13.35%
3 Consumer Discretionary 12.88%
4 Technology 12.61%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$616M 0.17%
11,505,355
+2,432,100
127
$612M 0.17%
13,650,000
-6,550,000
128
$610M 0.17%
12,029,769
-16,019,834
129
$607M 0.17%
39,420,028
+344,000
130
$598M 0.17%
22,148,914
-1,298,878
131
$594M 0.17%
13,236,697
-360,000
132
$593M 0.17%
17,416,337
+16,444,329
133
$589M 0.16%
35,025,000
+1,100,000
134
$589M 0.16%
13,800,000
135
$577M 0.16%
9,470,659
+1,538,585
136
$576M 0.16%
3,115,573
+904,273
137
$575M 0.16%
5,600,000
-1,665,000
138
$573M 0.16%
4,758,553
-648,600
139
$567M 0.16%
5,099,453
+13,585
140
$566M 0.16%
10,770,000
141
$565M 0.16%
18,846,537
-2,546,433
142
$564M 0.16%
4,250,000
143
$556M 0.16%
13,519,000
+2,680,000
144
$555M 0.16%
2,240,000
145
$552M 0.15%
24,306,442
-477,881
146
$548M 0.15%
17,328,750
+1,650,000
147
$523M 0.15%
5,297,149
-941,118
148
$513M 0.14%
3,896,350
+360,870
149
$509M 0.14%
3,708,072
-1,840,000
150
$492M 0.14%
9,180,000
+975,000
4 5
6
7 8