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
$604B
AUM Growth
+$42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1 +$2.88B
2 +$2.16B
3 +$2.08B
4
SLB icon
SLB Ltd
SLB
+$2.05B
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.57B

Top Sells

1 +$3.34B
2 +$2.58B
3 +$2.18B
4
LLY icon
Eli Lilly
LLY
+$1.88B
5
AMAT icon
Applied Materials
AMAT
+$1.8B

Sector Composition

1 Technology 23.88%
2 Healthcare 15.8%
3 Consumer Discretionary 12.28%
4 Financials 11.9%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.08B 0.18%
2,632,241
-402,791
127
$1.08B 0.18%
20,629,655
-8,616,285
128
$1.08B 0.18%
7,240,503
+151,135
129
$1.06B 0.18%
6,292,307
-2,771,851
130
$1.06B 0.18%
6,158,773
+21,085
131
$1.05B 0.17%
18,161,861
-3,257,537
132
$1.03B 0.17%
24,523,874
-38,490
133
$1.01B 0.17%
4,118,477
+1,073,625
134
$1.01B 0.17%
3,565,398
+1,012,534
135
$998M 0.17%
3,192,576
+2,439,270
136
$997M 0.17%
8,187,837
+18,614
137
$951M 0.16%
7,305,202
-380
138
$941M 0.16%
20,053,012
+79,681
139
$931M 0.15%
2,792,377
+1,019,750
140
$924M 0.15%
14,142,736
+6,520,580
141
$916M 0.15%
1,270,211
-316,252
142
$915M 0.15%
21,799,802
-1,265
143
$901M 0.15%
4,226,869
+1,303,466
144
$900M 0.15%
13,025,313
+5,557,168
145
$892M 0.15%
10,984,950
+1,637,232
146
$875M 0.14%
2,519,955
-1,320,834
147
$844M 0.14%
6,639,007
-1,096,921
148
$841M 0.14%
3,205,171
+4,563
149
$836M 0.14%
+7,325,793
150
$832M 0.14%
11,882,219
-9,680,192