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
$363B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.15B
3
+$1.1B
4
PG icon
Procter & Gamble
PG
+$986M
5
WFRD icon
Weatherford International
WFRD
+$848M

Top Sells

1
+$3.84B
2
+$1.26B
3
+$1.11B
4
DD icon
DuPont de Nemours
DD
+$869M
5
HD icon
Home Depot
HD
+$682M

Sector Composition

1 Industrials 13.81%
2 Financials 13.33%
3 Healthcare 12.6%
4 Technology 10.74%
5 Energy 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.3B 3.93%
342,377,933
+26,273,093
2
$10.6B 2.92%
652,552,800
+19,088,000
3
$10.1B 2.79%
183,322,746
+1,489,104
4
$9.55B 2.63%
117,941,979
-8,424,500
5
$8.64B 2.38%
164,321,120
-1,658,000
6
$8B 2.2%
62,878,700
-905,000
7
$6.64B 1.83%
247,260,974
+18,450,000
8
$6.17B 1.7%
65,003,860
-500,000
9
$5.5B 1.52%
95,466,322
-3,560,800
10
$5.14B 1.42%
59,062,434
+1,458,434
11
$5.06B 1.4%
40,202,581
+1,093,598
12
$4.93B 1.36%
30,669,637
-3,615,000
13
$4.89B 1.35%
58,028,873
+1,472,526
14
$4.59B 1.26%
46,004,443
-12,653,557
15
$4.48B 1.23%
56,977,800
+12,541,047
16
$4.37B 1.2%
188,087,600
+16,738,800
17
$4.1B 1.13%
83,734,357
+5,985,617
18
$3.9B 1.07%
81,505,791
-13,898,000
19
$3.85B 1.06%
29,474,867
-1,764,763
20
$3.81B 1.05%
78,445,860
-2,378,910
21
$3.74B 1.03%
150,638,400
+13,100,000
22
$3.73B 1.03%
41,732,088
+662,503
23
$3.67B 1.01%
130,487,730
+2,108,000
24
$3.64B 1%
124,718,317
-131,762,044
25
$3.34B 0.92%
78,745,000
+43,245,000
1
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