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
$586B
AUM Growth
-$2.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1 +$1.18B
2 +$1.05B
3 +$877M
4
NVDA icon
NVIDIA
NVDA
+$867M
5
GTM
ZoomInfo Technologies
GTM
+$788M

Top Sells

1 +$1.48B
2 +$1.07B
3 +$861M
4
V icon
Visa
V
+$825M
5
VMC icon
Vulcan Materials
VMC
+$643M

Sector Composition

1 Technology 19.82%
2 Consumer Discretionary 16.72%
3 Healthcare 14.89%
4 Financials 14.28%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$908M 0.15%
19,593,901
+7,698
152
$902M 0.15%
1,141,392
+906
153
$887M 0.15%
8,090,578
+494,286
154
$885M 0.15%
3,388,397
-286,353
155
$867M 0.15%
+41,861,630
156
$851M 0.15%
7,851,173
-1,682
157
$846M 0.14%
14,093,489
-1,414,446
158
$843M 0.14%
7,486,267
-3,365,045
159
$842M 0.14%
6,062,381
+754
160
$841M 0.14%
3,290,985
+2,175,692
161
$840M 0.14%
15,921,250
+22,840
162
$824M 0.14%
6,027,236
-792
163
$815M 0.14%
5,502,895
+358,766
164
$809M 0.14%
31,742,210
+3,262,441
165
$797M 0.14%
8,821,012
-1,874,726
166
$795M 0.14%
2,910,942
-495,408
167
$778M 0.13%
20,384,417
+1,519,298
168
$773M 0.13%
4,178,194
-489,433
169
$767M 0.13%
35,716,240
-19,454,736
170
$765M 0.13%
1,988,611
+14
171
$759M 0.13%
12,324,715
+752
172
$754M 0.13%
10,214,738
173
$748M 0.13%
7,834,345
+950
174
$744M 0.13%
19,809,661
+974,139
175
$732M 0.12%
13,233,427
+1,135