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
201
$428M 0.08%
2,577,688
+701
202
$421M 0.08%
6,573,167
+2,310
203
$418M 0.08%
70,055
+35
204
$410M 0.08%
3,071,374
+489,250
205
$410M 0.08%
3,967,731
+26,859
206
$406M 0.08%
45,612,906
+7,071,070
207
$401M 0.08%
1,987,759
+610
208
$400M 0.08%
18,783,301
+2,000,251
209
$399M 0.08%
8,637,039
+1,231,530
210
$398M 0.08%
17,271,673
-1,975,139
211
$395M 0.08%
4,609,844
+138,700
212
$393M 0.08%
8,655,279
+4,280,080
213
$392M 0.08%
1,285,019
-828,228
214
$391M 0.08%
980,730
-125,144
215
$389M 0.08%
1,230,640
+6,605
216
$389M 0.08%
760,612
+51,228
217
$386M 0.08%
7,945,593
-2,711,867
218
$383M 0.08%
14,142,012
-1,029,685
219
$379M 0.08%
10,166,796
+28,974
220
$379M 0.08%
2,373,383
-981,221
221
$377M 0.07%
2,344,251
+1,662,056
222
$375M 0.07%
4,022,593
+152,026
223
$369M 0.07%
1,053,950
-5,268
224
$366M 0.07%
6,150,325
-7,760
225
$363M 0.07%
1,377,700