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
$371B
AUM Growth
+$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$1.59B
2
+$1.47B
3
+$1.17B
4
KR icon
Kroger
KR
+$924M
5
PNC icon
PNC Financial Services
PNC
+$749M

Top Sells

1
+$3.76B
2
+$1.64B
3
+$1.18B
4
EW icon
Edwards Lifesciences
EW
+$693M
5
AXP icon
American Express
AXP
+$677M

Sector Composition

1 Healthcare 15.13%
2 Industrials 13.92%
3 Financials 13.29%
4 Technology 10.56%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5B 3.91%
356,476,260
+12,685,000
2
$11B 2.97%
97,010,079
-5,125,900
3
$9.45B 2.55%
172,294,072
-6,668,738
4
$9.42B 2.54%
506,165,120
-15,948,000
5
$8.94B 2.41%
59,547,700
-1,793,000
6
$8.22B 2.22%
291,070,174
+21,611,072
7
$7.87B 2.12%
144,708,820
+345,000
8
$6.34B 1.71%
84,198,873
+21,115,000
9
$6.17B 1.66%
101,826,410
+2,243,288
10
$6.03B 1.63%
29,710,937
+1,050,000
11
$5.42B 1.46%
133,600,750
+12,252,500
12
$4.7B 1.27%
39,712,000
+1,880,000
13
$4.7B 1.27%
142,292,108
+10,004,146
14
$4.65B 1.25%
137,431,000
+2,269,000
15
$4.39B 1.18%
36,955,798
-1,043,311
16
$4.25B 1.15%
65,869,780
-6,300,450
17
$3.92B 1.06%
47,846,800
-3,510,000
18
$3.9B 1.05%
68,123,362
-1,629,000
19
$3.82B 1.03%
25,200,408
+4,450,229
20
$3.77B 1.02%
55,509,095
+17,221,815
21
$3.75B 1.01%
47,964,860
-8,665,000
22
$3.65B 0.98%
38,496,140
23
$3.64B 0.98%
8,064,176
+188,026
24
$3.63B 0.98%
74,566,182
-2,323,358
25
$3.62B 0.97%
57,676,734
+3,204,300
1
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