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
$441B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$7.24B
2 +$1.17B
3 +$1.11B
4
BKR icon
Baker Hughes
BKR
+$1.08B
5
ABBV icon
AbbVie
ABBV
+$1.05B

Top Sells

1 +$7.1B
2 +$1.84B
3 +$1.79B
4
COST icon
Costco
COST
+$1.5B
5
HD icon
Home Depot
HD
+$1.48B

Sector Composition

1 Technology 17.86%
2 Financials 14.5%
3 Consumer Discretionary 11.63%
4 Healthcare 10.49%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$411M 0.09%
4,899,999
177
$408M 0.09%
8,083,589
-114,000
178
$408M 0.09%
5,032,600
+3,002,850
179
$407M 0.09%
6,315,400
180
$398M 0.09%
8,122,115
-1,941,351
181
$398M 0.09%
3,430,000
182
$396M 0.09%
8,212,000
183
$395M 0.09%
6,161,723
+10,674
184
$389M 0.09%
38,746,347
+70,989
185
$383M 0.09%
5,569,005
+853,005
186
$372M 0.08%
2,029,435
+2,252
187
$367M 0.08%
19,081,500
-1,068,000
188
$361M 0.08%
10,610,106
-7,085,364
189
$353M 0.08%
+3,234,663
190
$343M 0.08%
12,899,680
191
$342M 0.08%
4,993,322
-390,000
192
$336M 0.08%
6,000,000
193
$332M 0.08%
1,779,000
+15,505
194
$328M 0.07%
8,411,700
-104,300
195
$303M 0.07%
+3,663,000
196
$299M 0.07%
6,375,734
-435,666
197
$298M 0.07%
16,500,000
198
$298M 0.07%
15,273,300
199
$297M 0.07%
4,564,425
+138,312
200
$295M 0.07%
7,074,000
+475,000