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
$369B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.54B
2
+$1.4B
3
+$1.09B
4
V icon
Visa
V
+$1.03B
5
CCI icon
Crown Castle
CCI
+$503M

Top Sells

1
+$1.49B
2
+$963M
3
+$554M
4
DUK icon
Duke Energy
DUK
+$515M
5
HD icon
Home Depot
HD
+$510M

Sector Composition

1 Healthcare 13.78%
2 Industrials 13.75%
3 Financials 13.46%
4 Technology 10.85%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16B 4.33%
343,791,260
-5,638,673
2
$10.7B 2.91%
102,135,979
-4,854,000
3
$9.7B 2.63%
178,962,810
-4,339,768
4
$8.1B 2.2%
522,113,120
-62,031,680
5
$7.97B 2.16%
61,340,700
-1,430,000
6
$7.91B 2.15%
144,363,820
-645,000
7
$7.82B 2.12%
269,459,102
+12,380,528
8
$6.23B 1.69%
99,583,122
+3,347,000
9
$5.61B 1.52%
213,081,293
+96,490,229
10
$5.52B 1.5%
28,660,937
-623,900
11
$5.27B 1.43%
56,629,860
12
$5.19B 1.41%
135,162,000
+28,365,000
13
$5.14B 1.39%
63,083,873
+5,090,000
14
$5.12B 1.39%
121,348,250
+1,446,000
15
$4.68B 1.27%
51,356,800
-6,082,894
16
$4.6B 1.25%
37,999,109
-3,069,419
17
$4.3B 1.17%
45,459,350
-2,812,738
18
$4.29B 1.16%
35,998,500
-3,877,500
19
$4.26B 1.16%
72,170,230
-2,744,500
20
$3.91B 1.06%
132,287,962
-4,377,262
21
$3.82B 1.04%
37,832,000
22
$3.79B 1.03%
54,472,434
-2,690,000
23
$3.73B 1.01%
69,752,362
-1,495,500
24
$3.6B 0.98%
76,889,540
-2,267,852
25
$3.5B 0.95%
125,978,400
-13,860,000
1
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