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
$329B
AUM Growth
+$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$1.97B
2
+$1.64B
3
+$806M
4
PEP icon
PepsiCo
PEP
+$729M
5
WFC icon
Wells Fargo
WFC
+$577M

Top Sells

1
+$793M
2
+$647M
3
+$588M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$504M
5
JCI icon
Johnson Controls International
JCI
+$468M

Sector Composition

1 Industrials 13.92%
2 Financials 13.56%
3 Healthcare 13.17%
4 Consumer Discretionary 11.56%
5 Energy 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3B 3.43%
148,716,030
-8,535,000
2
$9.58B 2.91%
612,809,000
+20,320,000
3
$8.72B 2.65%
74,187,000
+722,500
4
$8.39B 2.55%
251,826,813
+59,228,713
5
$7.49B 2.27%
164,802,406
-5,120,983
6
$6.17B 1.87%
149,277,190
+13,970,816
7
$5.77B 1.75%
124,763,459
-3,683,000
8
$5.54B 1.68%
45,579,450
-3,348,180
9
$5.54B 1.68%
253,836,489
-4,209,158
10
$5.15B 1.56%
64,788,200
+9,167,398
11
$5B 1.52%
66,253,860
12
$4.98B 1.51%
39,005,237
+240,000
13
$4.74B 1.44%
41,438,810
+449,563
14
$4.53B 1.38%
58,364,674
-5,139,000
15
$4.47B 1.36%
110,924,891
+4,060,000
16
$4.36B 1.32%
69,415,412
-6,635,500
17
$4B 1.22%
177,406,994
+20,598,378
18
$3.86B 1.17%
24,414,786
-1,560,000
19
$3.66B 1.11%
53,119,000
-1,840,050
20
$3.42B 1.04%
125,455,280
+10,787,690
21
$3.32B 1.01%
68,451,674
-3,851,000
22
$3.27B 0.99%
37,724,500
+6,285,000
23
$3.24B 0.98%
62,703,232
+7,412,000
24
$3.17B 0.96%
50,207,892
+1,201,536
25
$3.05B 0.93%
65,293,050
+2,181,375
1
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