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
$340B
AUM Growth
-$28.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1 +$2.21B
2 +$1.42B
3 +$943M
4
INTC icon
Intel
INTC
+$941M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$813M

Top Sells

1 +$1.95B
2 +$1.06B
3 +$996M
4
DIS icon
Walt Disney
DIS
+$917M
5
AXP icon
American Express
AXP
+$809M

Sector Composition

1 Healthcare 14.38%
2 Financials 13.71%
3 Industrials 12.2%
4 Technology 11.83%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$457M 0.13%
24,784,323
-17,027,367
152
$457M 0.13%
5,277,975
+441
153
$448M 0.13%
4,561,847
-378,988
154
$444M 0.13%
43,021,080
-2,050,800
155
$430M 0.13%
11,456,110
-8,498,120
156
$429M 0.13%
9,073,255
+2,972,410
157
$428M 0.13%
4,789,000
+704,000
158
$427M 0.13%
8,205,000
+1,760,000
159
$424M 0.12%
+13,462,784
160
$424M 0.12%
6,198,125
161
$423M 0.12%
5,874,999
-12,666
162
$418M 0.12%
6,405,000
-710,000
163
$402M 0.12%
5,211,873
-13,162
164
$402M 0.12%
3,675,442
+565,442
165
$398M 0.12%
6,266,135
-630,789
166
$395M 0.12%
14,562,078
-2,567,810
167
$387M 0.11%
10,655,000
168
$383M 0.11%
16,583,347
-6,092,456
169
$378M 0.11%
3,693,000
+643,000
170
$364M 0.11%
39,741,556
-5,340,000
171
$362M 0.11%
9,125,000
+1,959,203
172
$362M 0.11%
5,770,025
+63,000
173
$361M 0.11%
2,211,300
+1,849,900
174
$351M 0.1%
1,201,651
-376,028
175
$350M 0.1%
7,932,074
-3,698,734