Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$2.68B
3 +$2.43B
4
SO icon
Southern Company
SO
+$2.39B
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.18B

Top Sells

1 +$3.9B
2 +$3.24B
3 +$1.98B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Sector Composition

1 Technology 26.5%
2 Financials 14.22%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$899M 0.12%
5,657,875
+14,806
152
$894M 0.12%
11,664,740
+1,155,254
153
$883M 0.12%
16,140,861
-2,059,161
154
$880M 0.12%
15,448,435
-921,250
155
$876M 0.12%
25,487,655
-2,810,828
156
$874M 0.12%
2,628,551
+2,612,184
157
$843M 0.12%
14,821,007
-3,379,803
158
$841M 0.11%
5,145,834
+237,342
159
$832M 0.11%
12,722,728
+182,540
160
$829M 0.11%
7,535,476
+19,550
161
$819M 0.11%
10,635,008
+769,944
162
$816M 0.11%
11,296,224
+7,436,380
163
$809M 0.11%
4,208,709
+168,464
164
$796M 0.11%
34,070,991
-7,724,015
165
$781M 0.11%
6,612,988
+1,706,180
166
$762M 0.1%
3,719,504
-198,767
167
$757M 0.1%
4,247,262
+2,657,766
168
$750M 0.1%
39,906,091
-1,702,995
169
$729M 0.1%
4,744,284
-321,572
170
$723M 0.1%
10,551,592
+2,159,233
171
$718M 0.1%
2,230,238
-62,514
172
$717M 0.1%
5,187,673
+1,763,211
173
$699M 0.1%
7,243,066
+783,551
174
$696M 0.1%
3,547,294
-550,337
175
$693M 0.09%
14,462,103
+1,242,547