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
$467B
AUM Growth
+$23.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.79B
3
+$1.42B
4
COP icon
ConocoPhillips
COP
+$1.37B
5
META icon
Meta Platforms (Facebook)
META
+$1.17B

Top Sells

1
+$1.76B
2
+$1.58B
3
+$1.47B
4
SBUX icon
Starbucks
SBUX
+$948M
5
PG icon
Procter & Gamble
PG
+$876M

Sector Composition

1 Technology 17.69%
2 Financials 15.07%
3 Consumer Discretionary 12.82%
4 Healthcare 11.78%
5 Communication Services 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$873M 0.19%
12,790,371
+371
127
$858M 0.18%
3,921,250
+136,000
128
$846M 0.18%
11,939,063
-866,937
129
$834M 0.18%
3,673,056
+352,032
130
$829M 0.18%
8,569,025
+56,000
131
$823M 0.18%
6,031,363
+16,621
132
$791M 0.17%
8,246,778
-1,283,897
133
$788M 0.17%
17,028,004
-31,718,728
134
$786M 0.17%
32,398,631
-59,229
135
$781M 0.17%
13,918,200
+68,000
136
$768M 0.16%
4,620,096
+96
137
$753M 0.16%
27,134,563
+13,088,635
138
$744M 0.16%
8,017,500
139
$692M 0.15%
2,314,979
-521
140
$680M 0.15%
14,282,559
+4,680
141
$672M 0.14%
13,819,932
+816,597
142
$669M 0.14%
2,865,000
-1,598,560
143
$666M 0.14%
2,451,574
-652,986
144
$663M 0.14%
5,086,552
+155,052
145
$661M 0.14%
10,073,835
+362,100
146
$656M 0.14%
126,515,707
+10,756,787
147
$644M 0.14%
6,521,065
+420,105
148
$640M 0.14%
17,111,948
+10,085,248
149
$632M 0.14%
10,921,694
+671
150
$616M 0.13%
3,958,691
-9,842
4 5
6
7 8