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
$363B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$1.75B
2 +$1.09B
3 +$1.06B
4
PG icon
Procter & Gamble
PG
+$1.01B
5
COP icon
ConocoPhillips
COP
+$607M

Top Sells

1 +$3.58B
2 +$1.23B
3 +$1.11B
4
DD icon
DuPont de Nemours
DD
+$850M
5
HD icon
Home Depot
HD
+$665M

Sector Composition

1 Industrials 13.81%
2 Financials 13.33%
3 Healthcare 12.6%
4 Technology 10.74%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$373M 0.1%
6,000,000
-200,000
177
$368M 0.1%
40,565,470
+1,130,470
178
$366M 0.1%
11,550,000
+75,000
179
$361M 0.1%
4,048,600
+3,929,600
180
$360M 0.1%
2,442,690
-285,000
181
$358M 0.1%
2,090,000
182
$358M 0.1%
3,032,000
+1,340,000
183
$349M 0.1%
9,440,565
+7,440,565
184
$341M 0.09%
23,351,078
+532,278
185
$340M 0.09%
+11,908,910
186
$337M 0.09%
22,020,000
187
$329M 0.09%
+32,015,394
188
$323M 0.09%
6,230,000
189
$311M 0.09%
8,732,498
+6,543,898
190
$296M 0.08%
3,402,874
+446,000
191
$294M 0.08%
4,026,400
+1,303,400
192
$292M 0.08%
6,230,000
193
$290M 0.08%
2,500,000
194
$286M 0.08%
7,759,200
-60,000
195
$281M 0.08%
8,354,208
-2,922,281
196
$281M 0.08%
1,104,500
-40,000
197
$280M 0.08%
3,587,564
-70,000
198
$277M 0.08%
5,992,471
+5,736,710
199
$276M 0.08%
4,780,000
+2,780,000
200
$274M 0.08%
4,274,000
-4,269,500