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
$371B
AUM Growth
+$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1 +$1.71B
2 +$1.42B
3 +$1.23B
4
KR icon
Kroger
KR
+$861M
5
CVX icon
Chevron
CVX
+$726M

Top Sells

1 +$3.64B
2 +$1.65B
3 +$1.11B
4
AXP icon
American Express
AXP
+$720M
5
EW icon
Edwards Lifesciences
EW
+$693M

Sector Composition

1 Healthcare 15.13%
2 Industrials 13.92%
3 Financials 13.29%
4 Technology 10.56%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$290M 0.08%
8,545,393
-520,000
202
$285M 0.08%
1,357,500
+307,500
203
$278M 0.08%
12,000,000
204
$276M 0.07%
25,190,000
+2,440,000
205
$274M 0.07%
15,900,000
206
$268M 0.07%
45,067,400
207
$267M 0.07%
6,603,286
+4,118,286
208
$263M 0.07%
5,652,000
209
$262M 0.07%
24,031,497
-7,258,700
210
$260M 0.07%
12,194,000
211
$256M 0.07%
7,280,000
212
$256M 0.07%
13,345,400
213
$255M 0.07%
4,186,056
+853,056
214
$251M 0.07%
3,000,000
215
$250M 0.07%
10,427,655
-6,073,156
216
$249M 0.07%
2,036,000
217
$248M 0.07%
5,000,000
+1,820,000
218
$246M 0.07%
+2,310,000
219
$240M 0.06%
5,745,930
+500,000
220
$240M 0.06%
15,185,081
+1,919,535
221
$235M 0.06%
3,488,100
222
$225M 0.06%
2,891,153
-8,439,618
223
$225M 0.06%
+3,967,637
224
$224M 0.06%
13,035,821
+823,500
225
$224M 0.06%
5,858,077
-226,544