Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Est. Return 34.37%
 

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
+34.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413B
AUM Growth
+$68.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$1.29B
2
+$1B
3
+$923M
4
CL icon
Colgate-Palmolive
CL
+$734M
5
SE icon
Sea Limited
SE
+$658M

Top Sells

1
+$5.59B
2
+$4.07B
3
+$3.3B
4
UNH icon
UnitedHealth
UNH
+$2.41B
5
JPM icon
JPMorgan Chase
JPM
+$1.71B

Sector Composition

1 Technology 21.13%
2 Healthcare 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.7%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$448M 0.11%
34,138,832
+1,817,696
177
$445M 0.11%
2,583,829
-944,130
178
$434M 0.11%
4,650,000
179
$433M 0.1%
4,893,927
+127,949
180
$433M 0.1%
38,905,601
+6,693,707
181
$429M 0.1%
16,234,766
+15,320
182
$428M 0.1%
4,727,340
+153,041
183
$428M 0.1%
2,763,264
-60,596
184
$423M 0.1%
12,988,009
-1,904,162
185
$414M 0.1%
5,763,598
+546,407
186
$407M 0.1%
2,382,360
+499,534
187
$406M 0.1%
10,215,079
188
$400M 0.1%
2,530,073
-77,678
189
$399M 0.1%
3,602,721
-15,167
190
$399M 0.1%
6,114,904
-90,064
191
$392M 0.09%
3,663,820
+537,401
192
$388M 0.09%
+9,718,071
193
$379M 0.09%
2,413,199
-390,475
194
$365M 0.09%
3,271,216
-100,091
195
$362M 0.09%
1,355
-20,930
196
$360M 0.09%
1,091,368
-14,937
197
$358M 0.09%
12,751,359
+8,394,022
198
$352M 0.09%
3,006,533
-7
199
$352M 0.09%
12,616,142
+7,351,454
200
$349M 0.08%
1,005,037
-2
6 7
8
9 10