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
$505B
AUM Growth
-$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$983M
3 +$879M
4
EOG icon
EOG Resources
EOG
+$790M
5
LUV icon
Southwest Airlines
LUV
+$781M

Top Sells

1 +$1.48B
2 +$1.43B
3 +$1.29B
4
DHI icon
D.R. Horton
DHI
+$1.21B
5
GTM
ZoomInfo Technologies
GTM
+$892M

Sector Composition

1 Technology 21.44%
2 Healthcare 17.17%
3 Consumer Discretionary 11.91%
4 Financials 10.96%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$529M 0.1%
8,317,926
-889,486
177
$509M 0.1%
+14,327,184
178
$505M 0.1%
11,935,382
+6,180
179
$501M 0.1%
2,359,715
-6,721,694
180
$498M 0.1%
8,267,979
-3,174,442
181
$497M 0.1%
2,513,434
+99,665
182
$497M 0.1%
10,517,798
183
$492M 0.1%
10,793,948
-258,433
184
$488M 0.1%
5,660,985
-4,055,137
185
$480M 0.1%
2,965,022
-22,296
186
$473M 0.09%
12,175,035
+5,863,502
187
$473M 0.09%
6,928,647
+130,687
188
$472M 0.09%
9,164,019
-4,945,201
189
$470M 0.09%
2,296,585
-131,524
190
$469M 0.09%
10,108,166
+3,764
191
$467M 0.09%
8,333,966
192
$466M 0.09%
27,395,223
+680,184
193
$464M 0.09%
6,834,940
+1,095,952
194
$453M 0.09%
13,812,497
+3,029,944
195
$451M 0.09%
2,838,323
-3,082
196
$447M 0.09%
5,628,388
+3,680,340
197
$442M 0.09%
1,011,327
+4,254
198
$439M 0.09%
2,164,665
+64,065
199
$437M 0.09%
10,809,933
-5,038,112
200
$431M 0.09%
+7,714,825