Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Est. Return 34.37%
 

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
+34.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$2.34B
2
+$1.94B
3
+$1.44B
4
CMCSA icon
Comcast
CMCSA
+$1.25B
5
MSFT icon
Microsoft
MSFT
+$1.2B

Top Sells

1
+$1.46B
2
+$1.37B
3
+$1.25B
4
PEP icon
PepsiCo
PEP
+$1.19B
5
GILD icon
Gilead Sciences
GILD
+$1.09B

Sector Composition

1 Industrials 14.32%
2 Financials 13.53%
3 Healthcare 12.74%
4 Consumer Discretionary 10.86%
5 Technology 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$487M 0.14%
1,773,733
+332,000
152
$481M 0.14%
8,543,500
-1,802,500
153
$472M 0.13%
9,328,000
+3,007,480
154
$470M 0.13%
12,547,580
+1,809,580
155
$465M 0.13%
6,295,902
156
$464M 0.13%
+13,907,139
157
$452M 0.13%
2,809,165
+341,459
158
$435M 0.12%
9,700,000
+4,450,000
159
$429M 0.12%
14,996,036
+1,106,036
160
$429M 0.12%
18,468,648
-17,582,400
161
$426M 0.12%
10,300,000
-4,144,204
162
$423M 0.12%
4,976,000
+29,000
163
$411M 0.12%
3,430,000
164
$400M 0.11%
4,120,000
+60,000
165
$396M 0.11%
7,000,000
-1,900,000
166
$395M 0.11%
24,067,500
+925,000
167
$394M 0.11%
+5,000,000
168
$390M 0.11%
13,686,492
-568,955
169
$384M 0.11%
2,072,500
+1,778,000
170
$383M 0.11%
6,089,622
-787,378
171
$382M 0.11%
31,114,197
-211,803
172
$380M 0.11%
4,250,000
173
$378M 0.11%
6,282,685
-1,019,035
174
$377M 0.11%
19,650,000
175
$376M 0.11%
3,958,538
+515,800
5 6
7
8 9