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
$645B
AUM Growth
+$31.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1 +$4.03B
2 +$1.96B
3 +$1.62B
4
NKE icon
Nike
NKE
+$1.46B
5
CFG icon
Citizens Financial Group
CFG
+$1.43B

Top Sells

1 +$2.49B
2 +$2.2B
3 +$1.43B
4
LLY icon
Eli Lilly
LLY
+$1.29B
5
SLB icon
SLB Ltd
SLB
+$1.23B

Sector Composition

1 Technology 23.09%
2 Healthcare 15.24%
3 Financials 13.29%
4 Consumer Discretionary 12.91%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.18B 0.18%
22,621,230
+2,172,718
127
$1.17B 0.18%
32,482,309
-5,110,117
128
$1.16B 0.18%
23,305,024
+1,448,648
129
$1.13B 0.17%
23,858,230
+110,239
130
$1.13B 0.17%
6,786,732
+12,971
131
$1.12B 0.17%
19,289,120
+107,245
132
$1.11B 0.17%
21,184,578
+2,540,810
133
$1.11B 0.17%
12,970,463
-461,512
134
$1.11B 0.17%
31,545,636
-6,579,790
135
$1.09B 0.17%
8,744,193
-29,612
136
$1.08B 0.17%
15,841,296
-660,050
137
$1.07B 0.17%
7,171,789
-2,700,851
138
$1.05B 0.16%
13,499,642
-2,332
139
$1.03B 0.16%
3,934,198
+192,149
140
$1.02B 0.16%
22,778,802
+4,951
141
$1.02B 0.16%
1,926,916
-286,620
142
$984M 0.15%
3,629,294
+3,075
143
$922M 0.14%
1,700,249
+188,755
144
$908M 0.14%
8,627,174
+20,389
145
$899M 0.14%
7,237,326
+441,982
146
$889M 0.14%
2,277,814
-150,007
147
$849M 0.13%
19,727,574
-317,247
148
$847M 0.13%
25,413,953
+99,761
149
$828M 0.13%
13,525,755
+1,215,053
150
$823M 0.13%
4,533,651
+2,542