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
$659B
AUM Growth
+$13.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$3.88B
2
+$2.12B
3
+$1.94B
4
C icon
Citigroup
C
+$1.81B
5
HON icon
Honeywell
HON
+$1.59B

Top Sells

1
+$3.36B
2
+$2.8B
3
+$2.39B
4
ANET icon
Arista Networks
ANET
+$1.7B
5
HD icon
Home Depot
HD
+$1.61B

Sector Composition

1 Technology 24.47%
2 Financials 14.11%
3 Consumer Discretionary 14.04%
4 Healthcare 13.01%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.1B 0.17%
3,704,271
+74,977
127
$1.1B 0.17%
1,786,936
+86,687
128
$1.09B 0.17%
13,952,061
+4,121,164
129
$1.08B 0.16%
1,815,765
+841,772
130
$1.07B 0.16%
6,562,769
-121,210
131
$1.06B 0.16%
17,504,247
-5,061,954
132
$1.06B 0.16%
20,157,348
-2,463,882
133
$1.04B 0.16%
5,760,017
+2,371,062
134
$1.03B 0.16%
19,433,135
+144,015
135
$1.03B 0.16%
6,636,915
+2,088,143
136
$1.02B 0.15%
7,753,883
+1,605,001
137
$1B 0.15%
31,561,780
+16,144
138
$999M 0.15%
19,778,358
+50,784
139
$992M 0.15%
13,654,333
+128,578
140
$985M 0.15%
17,537,617
+1,696,321
141
$977M 0.15%
13,914,098
+62,099
142
$976M 0.15%
6,289,322
-497,410
143
$968M 0.15%
8,027,552
-716,641
144
$950M 0.14%
9,788,405
+1,791,654
145
$943M 0.14%
12,333,401
-1,166,241
146
$934M 0.14%
7,948,917
+711,591
147
$918M 0.14%
15,180,467
+46,101
148
$916M 0.14%
24,055,524
+750,500
149
$910M 0.14%
2,147,085
-130,729
150
$906M 0.14%
84,137,317
+23,569,522
4 5
6
7 8