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
$441B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$7.24B
2
+$1.17B
3
+$1.11B
4
BKR icon
Baker Hughes
BKR
+$1.08B
5
ABBV icon
AbbVie
ABBV
+$1.05B

Top Sells

1
+$7.1B
2
+$1.84B
3
+$1.79B
4
COST icon
Costco
COST
+$1.5B
5
HD icon
Home Depot
HD
+$1.48B

Sector Composition

1 Technology 17.86%
2 Financials 14.5%
3 Consumer Discretionary 11.63%
4 Healthcare 10.49%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9B 5.42%
321,396,844
-13,523,005
2
$14.1B 3.19%
293,245,620
-3,398,200
3
$11.4B 2.57%
69,411,530
-9,033,581
4
$10.3B 2.34%
425,576,430
-8,311,730
5
$9.82B 2.23%
57,490,510
+672,742
6
$8.82B 2%
63,132,347
+51,859,706
7
$8.35B 1.89%
42,642,278
-450,945
8
$8.25B 1.87%
214,442,314
-30,430,002
9
$8.21B 1.86%
215,530,245
+17,779,884
10
$7.75B 1.76%
30,504,247
-7,057,311
11
$7.34B 1.66%
133,035,289
+21,281,841
12
$7.16B 1.62%
64,461,955
+1,011,630
13
$7.13B 1.61%
22,976,771
-2,245,300
14
$6.7B 1.52%
70,102,403
-13,340,659
15
$6.44B 1.46%
154,062,296
+4,683,698
16
$6.42B 1.45%
142,710,325
+663,159
17
$6.26B 1.42%
130,601,560
+3,174,440
18
$5.9B 1.34%
21,490
+2,132
19
$5.83B 1.32%
151,423,164
-10,977,160
20
$5.75B 1.3%
82,357,210
-17,741,479
21
$5.68B 1.29%
92,888,410
-6,818,937
22
$5.08B 1.15%
81,303,165
-445,991
23
$4.37B 0.99%
25,525,006
+352,929
24
$4.28B 0.97%
36,385,348
+838,500
25
$4.25B 0.96%
31,293,562
+443,181
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