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
$412B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$1.69B
3
+$1.24B
4
PFE icon
Pfizer
PFE
+$973M
5
TMUS icon
T-Mobile US
TMUS
+$965M

Top Sells

1
+$2.04B
2
+$1.97B
3
+$1.8B
4
AVGO icon
Broadcom
AVGO
+$1.41B
5
EOG icon
EOG Resources
EOG
+$1.02B

Sector Composition

1 Technology 17.28%
2 Healthcare 14.83%
3 Financials 14.5%
4 Consumer Discretionary 11.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3B 5.41%
189,066,145
+3,692,793
2
$12.7B 3.07%
421,116,740
-46,869,880
3
$11B 2.66%
57,141,635
-2,233
4
$10.3B 2.5%
41,725,169
+2,281,232
5
$7.77B 1.88%
76,776,613
+4,592,405
6
$7.54B 1.83%
70,111,049
+703,079
7
$7.45B 1.81%
93,864,051
-2,332,703
8
$7.42B 1.8%
44,497,498
+1,827,155
9
$7.05B 1.71%
131,298,386
+3,005,971
10
$6.99B 1.69%
78,480,440
-8,329,180
11
$6.58B 1.6%
21,852
-514
12
$6.3B 1.53%
156,344,695
+24,149,232
13
$5.74B 1.39%
15,041,677
-304,435
14
$5.48B 1.33%
18,264,376
+537,009
15
$5.46B 1.32%
64,836,864
+1,023,621
16
$5.44B 1.32%
33,074,274
+399,055
17
$5.36B 1.3%
22,774,094
+2,095,716
18
$4.95B 1.2%
84,330,120
-46,600
19
$4.56B 1.11%
29,215,385
+4,578,558
20
$4.54B 1.1%
51,386,461
-1,429,020
21
$4.48B 1.09%
12,567,274
+2,356,746
22
$4.25B 1.03%
15,537,024
+547,242
23
$4.21B 1.02%
71,541,900
+940,960
24
$3.93B 0.95%
106,054,866
+2,299,537
25
$3.9B 0.95%
67,923,432
+47,800,974
1
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