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
$369B
AUM Growth
-$41.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$2.81B
2 +$2.16B
3 +$1.76B
4
META icon
Meta Platforms (Facebook)
META
+$1.24B
5
PNC icon
PNC Financial Services
PNC
+$1.14B

Top Sells

1 +$1.53B
2 +$1.5B
3 +$1.42B
4
AMZN icon
Amazon
AMZN
+$1.15B
5
PM icon
Philip Morris
PM
+$745M

Sector Composition

1 Technology 17.17%
2 Healthcare 14.99%
3 Financials 14.74%
4 Consumer Discretionary 12.54%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$701M 0.19%
2,865,000
127
$697M 0.19%
8,138,500
128
$696M 0.19%
4,361,783
+1,963,208
129
$671M 0.18%
4,169,750
+115,000
130
$655M 0.18%
12,235,785
+1,863,750
131
$641M 0.17%
49,298,514
+811,575
132
$623M 0.17%
7,279,863
+1,927
133
$620M 0.17%
11,920,500
-6,895,354
134
$614M 0.17%
6,150,000
+1,400,000
135
$609M 0.16%
6,593,569
+545
136
$608M 0.16%
22,889,418
-704,229
137
$571M 0.15%
21,500,181
-3,400,423
138
$567M 0.15%
82,751,134
-43,168,508
139
$567M 0.15%
329,082
-372,156
140
$554M 0.15%
3,713,481
141
$529M 0.14%
19,469,574
+7,818,693
142
$513M 0.14%
5,972,464
+555,060
143
$512M 0.14%
35,402,000
+6,065,594
144
$509M 0.14%
7,903,976
-3,318,156
145
$499M 0.14%
1,704,995
-121,915
146
$470M 0.13%
15,839,210
-244,621
147
$466M 0.13%
8,316,130
-7,076,700
148
$463M 0.13%
12,842,466
-10,971,757
149
$458M 0.12%
21,277,401
-27,555
150
$458M 0.12%
65,075,649
+33,500,383