Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Est. Return 34.37%
 

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
+34.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447B
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$2.06B
2
+$1.27B
3
+$1.24B
4
BA icon
Boeing
BA
+$1.24B
5
SHOP icon
Shopify
SHOP
+$1.15B

Top Sells

1
+$4.11B
2
+$3.9B
3
+$1.7B
4
MRK icon
Merck
MRK
+$1.7B
5
MU icon
Micron Technology
MU
+$1.37B

Sector Composition

1 Technology 19.56%
2 Financials 17.24%
3 Healthcare 15.33%
4 Consumer Discretionary 9.92%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$823M 0.18%
12,675,320
+427,128
127
$817M 0.18%
40,388,320
+6,160
128
$816M 0.18%
12,705,535
+303,014
129
$815M 0.18%
10,974,728
+9,674,728
130
$806M 0.18%
+3,536,500
131
$792M 0.18%
14,112,535
+760,276
132
$778M 0.17%
+13,807,181
133
$764M 0.17%
+4,900,416
134
$760M 0.17%
+18,895,874
135
$739M 0.17%
23,901,505
+1,575,728
136
$737M 0.16%
17,552,038
-2,023,944
137
$731M 0.16%
2,212,375
+5,184
138
$730M 0.16%
24,546,011
+6,947
139
$728M 0.16%
13,525,611
+1,937,784
140
$721M 0.16%
4,952,538
-2,790,161
141
$708M 0.16%
27,189,544
+1,227,342
142
$701M 0.16%
12,818,388
-3,589,216
143
$685M 0.15%
3,998,290
+760,721
144
$682M 0.15%
19,964,540
+840,367
145
$665M 0.15%
9,630,848
-1,636,745
146
$632M 0.14%
15,520,780
-997,588
147
$630M 0.14%
33,875,987
-7,577,205
148
$614M 0.14%
15,432,450
-5,014,627
149
$611M 0.14%
14,187,220
-624,193
150
$610M 0.14%
13,584,781
+8,508,843
4 5
6
7 8