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
$345B
AUM Growth
-$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$1.91B
2
+$1.8B
3
+$1.28B
4
PFE icon
Pfizer
PFE
+$1.18B
5
DG icon
Dollar General
DG
+$933M

Top Sells

1
+$6.54B
2
+$1.81B
3
+$1.49B
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.32B
5
HD icon
Home Depot
HD
+$1.3B

Sector Composition

1 Technology 19.98%
2 Healthcare 18.26%
3 Financials 15.73%
4 Consumer Discretionary 10.14%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9B 6.37%
139,116,236
-41,441,394
2
$12B 3.48%
48,051,337
+118,340
3
$9.09B 2.64%
383,431,060
-52,569,860
4
$8.2B 2.38%
91,033,221
+8,187,609
5
$8.04B 2.33%
82,505,160
+8,474,760
6
$7.34B 2.13%
236,947,751
+38,041,730
7
$6.74B 1.96%
40,433,503
-6,266,938
8
$6.64B 1.93%
90,972,989
+17,583,436
9
$6.06B 1.76%
22,285
-2,074
10
$6.05B 1.76%
32,423,761
-6,953,059
11
$6.04B 1.75%
34,927,278
-868,150
12
$5.83B 1.69%
17,207,412
+252,054
13
$5.61B 1.63%
160,711,965
+295,785
14
$4.77B 1.38%
16,824,726
+1,242,140
15
$4.66B 1.35%
12,412,957
-2,067,222
16
$4.56B 1.32%
30,555,090
+3,997,531
17
$3.8B 1.1%
15,722,658
-5,017,961
18
$3.48B 1.01%
7,133,280
-1,199,144
19
$3.48B 1.01%
182,045,757
+11,659,506
20
$3.46B 1.01%
46,331,318
+25,555,467
21
$3.44B 1%
59,186,520
-6,766,040
22
$3.3B 0.96%
96,029,604
+6,937,877
23
$3.27B 0.95%
24,461,672
+5,361,064
24
$3.21B 0.93%
18,108,687
-2,011,865
25
$3.2B 0.93%
82,778,790
+8,150,622
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