Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.86%
 

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
+34.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.75B
2 +$2.94B
3 +$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1 +$3.78B
2 +$3.59B
3 +$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.21%
2 Financials 14.55%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$882M 0.13%
9,411,390
+4,020,012
152
$869M 0.13%
26,655,209
+175,160
153
$841M 0.12%
41,609,086
+1,917,814
154
$825M 0.12%
16,764,052
+79,629
155
$822M 0.12%
3,573,027
+14,256
156
$809M 0.12%
10,509,486
+3,571,541
157
$807M 0.12%
5,065,856
-99,505
158
$800M 0.12%
4,948,437
+15,549
159
$795M 0.12%
5,643,069
+23,673
160
$794M 0.12%
7,515,926
-930,318
161
$790M 0.11%
7,324,367
+964,799
162
$780M 0.11%
14,081,934
+381,950
163
$763M 0.11%
4,097,631
-358,560
164
$761M 0.11%
3,851,894
-239,261
165
$747M 0.11%
85,956,015
+928,614
166
$746M 0.11%
41,795,006
+11,400,733
167
$743M 0.11%
4,908,492
+683,571
168
$733M 0.11%
+7,981,421
169
$717M 0.1%
3,918,271
-8,288,582
170
$691M 0.1%
9,865,064
+1,236,956
171
$688M 0.1%
10,990,838
-1,795,481
172
$657M 0.1%
12,853,334
+1,126,326
173
$642M 0.09%
2,641,679
-62,778
174
$641M 0.09%
11,578,841
175
$635M 0.09%
4,926,639
+290,277