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
$369B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1 +$2.54B
2 +$1.4B
3 +$1.09B
4
V icon
Visa
V
+$1.03B
5
CCI icon
Crown Castle
CCI
+$503M

Top Sells

1 +$1.49B
2 +$963M
3 +$554M
4
DUK icon
Duke Energy
DUK
+$515M
5
HD icon
Home Depot
HD
+$510M

Sector Composition

1 Healthcare 13.78%
2 Industrials 13.75%
3 Financials 13.46%
4 Technology 10.85%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$286M 0.08%
5,652,000
202
$284M 0.08%
6,077,700
-2,180,175
203
$281M 0.08%
5,230,000
204
$276M 0.07%
3,850,000
-1,200,000
205
$274M 0.07%
15,900,000
+3,550,415
206
$272M 0.07%
6,230,000
207
$262M 0.07%
6,084,621
208
$260M 0.07%
2,036,000
-400,000
209
$259M 0.07%
4,976,825
210
$253M 0.07%
1,050,000
+90,000
211
$250M 0.07%
2,350,000
212
$247M 0.07%
7,280,000
213
$247M 0.07%
30,400,000
+2,757,500
214
$245M 0.07%
22,750,000
+8,000,000
215
$243M 0.07%
3,000,000
216
$243M 0.07%
1,984,422
-492,555
217
$237M 0.06%
12,194,000
+140,000
218
$236M 0.06%
2,225,661
+811,661
219
$231M 0.06%
5,089,630
+2,137,481
220
$230M 0.06%
1,581,638
221
$230M 0.06%
5,073,750
222
$229M 0.06%
8,641,797
-2,000,000
223
$229M 0.06%
3,727,500
224
$224M 0.06%
13,345,400
225
$223M 0.06%
6,512,572
-1,246,628