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
$444B
AUM Growth
-$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.13B
2
+$1.13B
3
+$1.08B
4
NOW icon
ServiceNow
NOW
+$844M
5
CXO
CONCHO RESOURCES INC.
CXO
+$617M

Top Sells

1
+$6.18B
2
+$4.19B
3
+$2.71B
4
AAPL icon
Apple
AAPL
+$2.58B
5
HD icon
Home Depot
HD
+$1.46B

Sector Composition

1 Technology 18.24%
2 Financials 16.34%
3 Consumer Discretionary 11.87%
4 Healthcare 10.64%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5B 5.3%
257,833,370
-45,929,030
2
$14.2B 3.2%
196,526,980
-85,357,040
3
$11B 2.47%
210,260,120
-11,228,908
4
$10.6B 2.39%
450,384,730
+17,234,240
5
$9.71B 2.19%
54,488,446
-8,178,575
6
$8.97B 2.02%
171,130,580
+21,602,592
7
$8.49B 1.91%
39,666,903
-5,118,600
8
$8.09B 1.82%
50,598,267
-982,334
9
$7.6B 1.71%
59,149,783
-3,225,222
10
$7.16B 1.61%
65,134,374
-3,166,815
11
$6.97B 1.57%
135,093,180
+5,681,000
12
$6.52B 1.47%
21,783
-379
13
$6.51B 1.47%
19,262,033
-2,686,537
14
$6.36B 1.43%
186,220,721
-22,180,495
15
$6.08B 1.37%
139,917,465
-2,770,626
16
$5.73B 1.29%
17,468,373
-8,257,437
17
$5.14B 1.16%
51,676,285
-3,828,922
18
$5.07B 1.14%
77,348,658
-4,851,502
19
$5.07B 1.14%
31,317,782
+16,339
20
$4.89B 1.1%
94,015,341
+64,787
21
$4.58B 1.03%
23,048,553
-2,475,714
22
$4.52B 1.02%
67,995,845
+3,349,140
23
$4.22B 0.95%
7,797,783
+827,479
24
$4.21B 0.95%
36,909,497
-1,227,850
25
$4.18B 0.94%
133,073,181
-13,773,069
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