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
$632B
AUM Growth
+$46.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.17B
3
+$1.14B
4
RRX icon
Regal Rexnord
RRX
+$704M
5
LLY icon
Eli Lilly
LLY
+$642M

Top Sells

1
+$2.57B
2
+$2.13B
3
+$1.39B
4
JPM icon
JPMorgan Chase
JPM
+$1.29B
5
EMR icon
Emerson Electric
EMR
+$1.28B

Sector Composition

1 Technology 21.3%
2 Consumer Discretionary 17.23%
3 Healthcare 15.38%
4 Financials 12.72%
5 Communication Services 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14B 0.18%
5,517,543
+8
127
$1.14B 0.18%
4,613,703
-30,267
128
$1.12B 0.18%
21,522,395
+1,462,083
129
$1.1B 0.17%
25,271,226
+15,755
130
$1.1B 0.17%
9,512,342
-99,983
131
$1.09B 0.17%
3,727,705
-866,591
132
$1.08B 0.17%
3,696,153
-1,351
133
$1.07B 0.17%
15,867,503
+13,602
134
$1.07B 0.17%
5,665,676
+4,029
135
$1.07B 0.17%
13,773,708
-730,954
136
$1.06B 0.17%
19,315,259
-2,900
137
$1.04B 0.17%
14,448,385
-5,404,819
138
$1.02B 0.16%
8,452,732
-1,584,507
139
$1.02B 0.16%
10,971,225
-13,733,045
140
$1.02B 0.16%
10,853,891
-26
141
$987M 0.16%
8,569,019
+478,441
142
$973M 0.15%
10,545,555
-12,444,087
143
$968M 0.15%
35,865,953
+4,123,743
144
$968M 0.15%
1,714,753
-417,154
145
$955M 0.15%
31,731,180
+11,067,214
146
$953M 0.15%
19,586,372
-7,529
147
$948M 0.15%
12,624,043
+3,543
148
$937M 0.15%
3,595,997
-78,336
149
$925M 0.15%
12,074,915
+2,675,538
150
$919M 0.15%
8,955,605
+134,593
4 5
6
7 8