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
$613B
AUM Growth
+$9.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$4.84B
2 +$1.92B
3 +$1.28B
4
IR icon
Ingersoll Rand
IR
+$1.21B
5
META icon
Meta Platforms (Facebook)
META
+$1.17B

Top Sells

1 +$5.67B
2 +$4.32B
3 +$3.51B
4
CAT icon
Caterpillar
CAT
+$2.96B
5
LLY icon
Eli Lilly
LLY
+$2.46B

Sector Composition

1 Technology 25%
2 Healthcare 15.57%
3 Financials 12.28%
4 Consumer Discretionary 11.45%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$420M 0.07%
4,813,858
-840,165
202
$420M 0.07%
11,356,208
-5,089,455
203
$417M 0.07%
10,496,747
-533,940
204
$417M 0.07%
3,049,294
+1,450,001
205
$415M 0.07%
2,352,677
-91,093
206
$413M 0.07%
13,332,525
-2,124,917
207
$412M 0.07%
3,010,785
-514
208
$410M 0.07%
7,725,530
+3,789
209
$407M 0.07%
13,274,291
+73,097
210
$401M 0.07%
2,319,760
+1,995,794
211
$395M 0.06%
966,371
+3,788
212
$394M 0.06%
10,405,017
-26,484,407
213
$394M 0.06%
1,192,650
+5,668
214
$394M 0.06%
23,602,168
-668,309
215
$393M 0.06%
12,208,476
+3,958,974
216
$391M 0.06%
2,012,867
+1,055,726
217
$391M 0.06%
17,797,388
+2,615,069
218
$387M 0.06%
13,401,853
+2,547
219
$381M 0.06%
6,585,969
+692,086
220
$374M 0.06%
3,247,056
+133
221
$373M 0.06%
6,194,191
+926,124
222
$369M 0.06%
4,116,146
+23
223
$357M 0.06%
1,193,317
+41,023
224
$354M 0.06%
29,288,035
+227,014
225
$354M 0.06%
1,422,054
+292