Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Est. Return 34.37%
 

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
+34.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$12.2B
2
+$8.23B
3
+$7.53B
4
BA icon
Boeing
BA
+$7.53B
5
MSFT icon
Microsoft
MSFT
+$6.65B

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.06%
2 Industrials 13.77%
3 Healthcare 13.64%
4 Consumer Discretionary 11.18%
5 Energy 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2B 3.95%
+157,251,030
2
$8.23B 2.67%
+592,489,000
3
$7.53B 2.44%
+169,923,389
4
$7.53B 2.44%
+73,464,500
5
$6.65B 2.16%
+192,598,100
6
$5.79B 1.88%
+48,927,630
7
$5.74B 1.86%
+128,446,459
8
$5.66B 1.83%
+258,045,647
9
$5.58B 1.81%
+135,306,374
10
$4.95B 1.61%
+66,253,860
11
$4.9B 1.59%
+63,503,674
12
$4.56B 1.48%
+40,989,247
13
$4.55B 1.47%
+55,620,802
14
$4.2B 1.36%
+38,765,237
15
$3.93B 1.27%
+25,974,786
16
$3.89B 1.26%
+76,050,912
17
$3.73B 1.21%
+106,864,891
18
$3.64B 1.18%
+54,959,050
19
$3.47B 1.12%
+72,302,674
20
$3.28B 1.06%
+156,808,616
21
$3.18B 1.03%
+63,111,675
22
$3.09B 1%
+40,666,280
23
$3.05B 0.99%
+114,667,590
24
$2.93B 0.95%
+26,457,229
25
$2.92B 0.95%
+55,291,232
1
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