Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.5B
3 +$1.49B
4
PBR icon
Petrobras
PBR
+$1.37B
5
PX
Praxair Inc
PX
+$950M

Top Sells

1 +$1.64B
2 +$918M
3 +$851M
4
LO
LORILLARD INC COM STK
LO
+$849M
5
POT
Potash Corp Of Saskatchewan
POT
+$791M

Sector Composition

1 Healthcare 15.25%
2 Financials 14.09%
3 Industrials 12.38%
4 Technology 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$502M 0.14%
8,520,000
+3,281,188
152
$495M 0.13%
1,430,000
153
$480M 0.13%
5,225,035
-799,395
154
$475M 0.13%
50,194,868
+18,368
155
$475M 0.13%
45,081,556
-1,118,444
156
$474M 0.13%
7,115,000
157
$466M 0.13%
7,550,000
158
$463M 0.13%
13,396,000
-650,000
159
$462M 0.13%
8,610,284
+284
160
$454M 0.12%
7,000,000
161
$453M 0.12%
6,770,000
162
$452M 0.12%
11,663,641
+2,641
163
$452M 0.12%
10,655,000
164
$451M 0.12%
6,896,924
-669,076
165
$450M 0.12%
4,908,127
+1,087,502
166
$432M 0.12%
+4,085,000
167
$432M 0.12%
2,424,690
-23,000
168
$430M 0.12%
6,100,845
+1,047,845
169
$427M 0.12%
13,127,983
-2,493,000
170
$423M 0.11%
45,071,880
+4,480
171
$420M 0.11%
8,909,525
-4,691,706
172
$416M 0.11%
5,887,665
-3,270,058
173
$413M 0.11%
2,240,000
174
$404M 0.11%
4,250,000
175
$399M 0.11%
17,079,042
+4,042