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
$447B
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$2.06B
2
+$1.27B
3
+$1.24B
4
BA icon
Boeing
BA
+$1.24B
5
SHOP icon
Shopify
SHOP
+$1.15B

Top Sells

1
+$4.11B
2
+$3.9B
3
+$1.7B
4
MRK icon
Merck
MRK
+$1.7B
5
MU icon
Micron Technology
MU
+$1.37B

Sector Composition

1 Technology 19.56%
2 Financials 17.24%
3 Healthcare 15.33%
4 Consumer Discretionary 9.92%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.5B 6.36%
180,557,630
+107,242
2
$14.1B 3.15%
47,932,997
+3,219,554
3
$13.8B 3.08%
436,000,920
-195,200
4
$11.5B 2.58%
82,845,612
+1,531,579
5
$9.59B 2.14%
46,700,441
+2,405,542
6
$8.65B 1.93%
26,557,559
+3,799,008
7
$8.6B 1.92%
39,376,820
-18,814,647
8
$8.27B 1.85%
24,359
+895
9
$7.39B 1.65%
198,906,021
+23,432,587
10
$7.18B 1.61%
35,795,428
+212,763
11
$6.84B 1.53%
74,030,400
-4,081,260
12
$6.6B 1.48%
16,955,358
+96,435
13
$6.24B 1.4%
73,389,553
+14,952,837
14
$6.19B 1.38%
20,740,619
-486,124
15
$5.62B 1.26%
64,753,506
-19,568,042
16
$5.06B 1.13%
15,582,586
-39,392
17
$4.88B 1.09%
25,946,229
-713,347
18
$4.87B 1.09%
107,746,650
-101,570
19
$4.69B 1.05%
14,480,179
+1,682,813
20
$4.47B 1%
160,416,180
+6,813,750
21
$4.41B 0.99%
65,952,560
-3,399,760
22
$4.11B 0.92%
20,120,552
+10,456
23
$4.11B 0.92%
170,386,251
+10,343,745
24
$4.01B 0.9%
89,091,727
+4,822,230
25
$3.96B 0.88%
13,378,298
-75,767
1
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