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
$471B
AUM Growth
-$110B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.79B
3 +$1.59B
4
V icon
Visa
V
+$1.39B
5
CAT icon
Caterpillar
CAT
+$1.25B

Top Sells

1 +$4.13B
2 +$1.51B
3 +$1.11B
4
LMT icon
Lockheed Martin
LMT
+$1.04B
5
BLK icon
Blackrock
BLK
+$978M

Sector Composition

1 Healthcare 19.6%
2 Technology 17.12%
3 Consumer Discretionary 13.22%
4 Financials 12.49%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$917M 0.19%
4,598,663
-116,570
127
$913M 0.19%
4,190,043
-121,435
128
$902M 0.19%
59,483,820
-3,314,350
129
$898M 0.19%
9,343,558
+213,001
130
$875M 0.19%
19,227,227
-405,624
131
$842M 0.18%
16,559,991
-8,126,004
132
$833M 0.18%
7,160,681
-1,841,723
133
$823M 0.17%
5,357,094
-306,066
134
$817M 0.17%
12,971,202
+1,955,102
135
$815M 0.17%
11,722,484
-928,159
136
$814M 0.17%
21,471,362
-32,491
137
$808M 0.17%
10,571,110
+8,558,836
138
$805M 0.17%
1,718,893
+94,205
139
$777M 0.17%
15,998,189
+532,957
140
$771M 0.16%
2,106,038
-342,789
141
$770M 0.16%
9,492,199
-911,891
142
$761M 0.16%
10,084,004
-5,772,118
143
$745M 0.16%
2,360,723
+1,160,967
144
$741M 0.16%
2,512,179
+747,323
145
$740M 0.16%
4,420,903
+18,084
146
$735M 0.16%
21,473,493
-13,779,159
147
$733M 0.16%
23,461,432
-7,422,898
148
$728M 0.15%
33,361,227
-2,961,163
149
$721M 0.15%
30,084,763
-4,263,052
150
$715M 0.15%
3,405,429
-1,987,731