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
$588B
AUM Growth
+$47.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$1.03B
3 +$974M
4
T icon
AT&T
T
+$898M
5
BXP icon
Boston Properties
BXP
+$895M

Top Sells

1 +$2.48B
2 +$1.46B
3 +$1.34B
4
JPM icon
JPMorgan Chase
JPM
+$1.23B
5
HON icon
Honeywell
HON
+$1.19B

Sector Composition

1 Technology 19.43%
2 Consumer Discretionary 15.52%
3 Healthcare 15.09%
4 Financials 14.5%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$917M 0.16%
8,841,888
+4,232,773
152
$915M 0.16%
1,140,486
-726,659
153
$907M 0.15%
19,586,203
+10,470
154
$906M 0.15%
3,673,857
+605
155
$904M 0.15%
3,798,028
+364,877
156
$901M 0.15%
13,674,413
+169,644
157
$900M 0.15%
7,852,855
+7,812,855
158
$894M 0.15%
7,833,395
+153,335
159
$893M 0.15%
23,370,600
+4,791,782
160
$870M 0.15%
18,717,049
+1,327,838
161
$838M 0.14%
7,596,292
-128,619
162
$830M 0.14%
18,835,522
+486,027
163
$813M 0.14%
10,102,239
+458,426
164
$813M 0.14%
46,555,418
+18,930,470
165
$809M 0.14%
5,571,822
-573,541
166
$803M 0.14%
15,898,410
-3,095,807
167
$800M 0.14%
4,667,627
-217,839
168
$779M 0.13%
9,500,463
+872,003
169
$767M 0.13%
4,404,838
-2,115,777
170
$767M 0.13%
12,323,963
+26,657
171
$765M 0.13%
13,232,292
-256,378
172
$763M 0.13%
3,406,350
+2,973,468
173
$735M 0.12%
18,865,119
-86,903
174
$732M 0.12%
5,905,680
-3,125,342
175
$717M 0.12%
1,557,781
-25