Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

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
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$1.1B
3 +$988M
4
JCI icon
Johnson Controls International
JCI
+$687M
5
INTC icon
Intel
INTC
+$613M

Top Sells

1 +$1.23B
2 +$1.15B
3 +$1.07B
4
COST icon
Costco
COST
+$614M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$581M

Sector Composition

1 Technology 13.76%
2 Healthcare 13.05%
3 Consumer Discretionary 12.54%
4 Financials 10.55%
5 Energy 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$623M 0.16%
10,500,000
-3,000,000
127
$621M 0.16%
7,853,616
-1,983,263
128
$601M 0.16%
7,797,025
+1,305,000
129
$598M 0.16%
11,357,205
+1,286,490
130
$576M 0.15%
3,012,554
-1,625,683
131
$570M 0.15%
11,750,724
+1,395,000
132
$558M 0.15%
5,966,984
+1,532,396
133
$558M 0.15%
3,349,670
134
$551M 0.14%
8,497,000
+580,766
135
$546M 0.14%
19,383,234
+18,460,386
136
$544M 0.14%
17,899,680
137
$533M 0.14%
6,620,220
+15,372
138
$533M 0.14%
7,919,050
+486,400
139
$518M 0.13%
5,752,606
-5,651,652
140
$513M 0.13%
17,269,233
141
$512M 0.13%
6,374,000
+60,000
142
$511M 0.13%
15,995,204
-6,624,562
143
$506M 0.13%
11,800,000
144
$506M 0.13%
8,940,004
+4
145
$503M 0.13%
4,529,105
+4,561
146
$498M 0.13%
14,886,982
147
$491M 0.13%
5,600,000
+800,000
148
$486M 0.13%
3,617,000
-141,000
149
$486M 0.13%
16,367,206
-38,793,894
150
$482M 0.13%
3,947,537
+112,861