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
$362B
AUM Growth
+$4.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.39B
2 +$2.19B
3 +$1.21B
4
DD
Du Pont De Nemours E I
DD
+$1.15B
5
META icon
Meta Platforms (Facebook)
META
+$825M

Top Sells

1 +$2.01B
2 +$1.72B
3 +$1.42B
4
CSCO icon
Cisco
CSCO
+$915M
5
CRM icon
Salesforce
CRM
+$843M

Sector Composition

1 Technology 12.9%
2 Healthcare 12.58%
3 Consumer Discretionary 12.26%
4 Financials 11.35%
5 Consumer Staples 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$327M 0.09%
11,501,400
-35,582,000
177
$326M 0.09%
+6,000,000
178
$323M 0.09%
5,253,322
179
$312M 0.09%
5,785,500
+317,800
180
$310M 0.09%
11,458,539
+3,205,676
181
$306M 0.08%
8,702,420
+1,664,850
182
$301M 0.08%
16,804,120
183
$300M 0.08%
4,000,000
-769,161
184
$295M 0.08%
3,485,000
+2,735,000
185
$294M 0.08%
7,901,589
-918,560
186
$293M 0.08%
+11,489,976
187
$287M 0.08%
2,020,887
+6,745
188
$285M 0.08%
2,120,000
189
$283M 0.08%
4,004,460
+283
190
$282M 0.08%
3,521,873
-2,600,073
191
$280M 0.08%
4,340,630
+442,530
192
$275M 0.08%
2,843,768
-385,698
193
$274M 0.08%
4,800,000
+3,200,000
194
$273M 0.08%
4,490,000
-1,200,000
195
$273M 0.08%
5,725,000
+2,225,000
196
$263M 0.07%
12,683,948
197
$262M 0.07%
5,380,000
-6,649,769
198
$259M 0.07%
7,046,000
199
$256M 0.07%
+4,990,000
200
$248M 0.07%
14,560,769
-8,969,000