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
$356B
AUM Growth
+$26.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.31B
2
+$772M
3
+$749M
4
JPM icon
JPMorgan Chase
JPM
+$735M
5
CCL icon
Carnival Corp
CCL
+$604M

Top Sells

1
+$1.09B
2
+$981M
3
+$870M
4
BMY icon
Bristol-Myers Squibb
BMY
+$839M
5
LVS icon
Las Vegas Sands
LVS
+$835M

Sector Composition

1 Industrials 14.09%
2 Financials 14.01%
3 Healthcare 12.5%
4 Consumer Discretionary 12.24%
5 Energy 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2B 3.43%
612,329,000
-480,000
2
$11.7B 3.29%
142,118,330
-6,597,700
3
$10.7B 3.02%
286,712,500
+34,885,687
4
$9.29B 2.61%
68,087,000
-6,100,000
5
$8.46B 2.38%
177,065,578
+12,263,172
6
$7.35B 2.07%
161,944,190
+12,667,000
7
$7.24B 2.04%
259,441,419
+5,604,930
8
$5.94B 1.67%
65,503,860
-750,000
9
$5.79B 1.63%
108,984,410
-15,779,049
10
$5.68B 1.6%
42,296,703
+857,893
11
$5.44B 1.53%
36,560,237
-2,445,000
12
$4.93B 1.39%
112,368,791
+1,443,900
13
$4.65B 1.31%
179,011,616
+1,604,622
14
$4.61B 1.3%
54,918,000
-3,446,674
15
$4.6B 1.29%
36,862,630
-8,716,820
16
$4.59B 1.29%
55,295,486
-9,492,714
17
$4.4B 1.24%
75,277,932
+12,574,700
18
$4.24B 1.19%
56,362,490
-13,052,922
19
$4.12B 1.16%
54,854,000
+1,735,000
20
$4.06B 1.14%
46,580,874
+8,856,374
21
$3.75B 1.05%
41,808,619
+4,765,835
22
$3.58B 1.01%
123,280,878
-2,174,402
23
$3.53B 0.99%
19,929,786
-4,485,000
24
$3.51B 0.99%
67,331,674
-1,120,000
25
$3.27B 0.92%
40,110,000
+5,239,200
1
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