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
$581B
AUM Growth
-$51.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1 +$1.44B
2 +$1.37B
3 +$1.32B
4
INTC icon
Intel
INTC
+$1.27B
5
APO icon
Apollo Global Management
APO
+$1.23B

Top Sells

1 +$3.34B
2 +$3.1B
3 +$2.88B
4
AVGO icon
Broadcom
AVGO
+$2.71B
5
BLK icon
Blackrock
BLK
+$2.62B

Sector Composition

1 Technology 19.69%
2 Healthcare 15.96%
3 Consumer Discretionary 15.87%
4 Financials 12.59%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$514M 0.09%
5,064,809
-219,786
202
$513M 0.09%
+3,337,866
203
$511M 0.09%
12,791,188
+2,108,530
204
$505M 0.09%
8,641,078
-1,241,232
205
$497M 0.09%
+14,448,009
206
$490M 0.08%
3,814,220
-1,207,687
207
$487M 0.08%
3,060,051
+1,180
208
$482M 0.08%
3,511,659
+732
209
$476M 0.08%
1,304,471
-363,486
210
$475M 0.08%
28,481,746
+6,570,038
211
$471M 0.08%
11,562,906
+2,607,625
212
$469M 0.08%
2,894,995
-2,622,548
213
$463M 0.08%
3,623,740
-1,924,032
214
$461M 0.08%
7,845,170
-33,751
215
$460M 0.08%
1,034,089
+459
216
$454M 0.08%
21,290,020
+9,620
217
$442M 0.08%
11,425,000
+360,000
218
$436M 0.08%
7,266,836
+1,376,536
219
$434M 0.07%
1,738,329
-894,724
220
$430M 0.07%
3,457,269
+409,540
221
$430M 0.07%
4,914,772
-24,496
222
$429M 0.07%
1,199,756
-658
223
$428M 0.07%
3,830,000
224
$414M 0.07%
4,016,752
-148,257
225
$413M 0.07%
859,308
+501,656