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
$457B
AUM Growth
+$43.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$789M
2
+$716M
3
+$657M
4
CPAY icon
Corpay
CPAY
+$650M
5
PFE icon
Pfizer
PFE
+$541M

Top Sells

1
+$2.32B
2
+$2.27B
3
+$887M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$842M
5
ISRG icon
Intuitive Surgical
ISRG
+$746M

Sector Composition

1 Technology 20.28%
2 Healthcare 16.49%
3 Consumer Discretionary 15.03%
4 Financials 12.76%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5B 5.15%
111,872,823
-11,050,689
2
$22.4B 4.91%
156,745,974
-3,425,421
3
$14.3B 3.13%
392,848,850
+2,494,630
4
$11.7B 2.56%
37,553,956
-2,330,201
5
$10.9B 2.39%
69,257,280
-14,449,940
6
$10.7B 2.34%
40,887,265
-140,687
7
$9.51B 2.08%
273,182,357
+15,544,169
8
$9B 1.97%
32,418,614
+209,392
9
$7.2B 1.58%
74,769,070
+1,923,293
10
$7.07B 1.55%
16,023,033
-548,434
11
$6.83B 1.49%
13,649,248
-26,922
12
$6.43B 1.41%
16,779,234
+183,604
13
$6.25B 1.37%
83,301,997
-197,416
14
$5.95B 1.3%
58,177,200
-1,117,320
15
$5.81B 1.27%
34,733,807
-14,008
16
$5.28B 1.16%
204,020,151
+7,561,209
17
$4.88B 1.07%
14,417,735
+172,588
18
$4.69B 1.03%
28,487,835
+1,595,546
19
$4.61B 1.01%
99,661,738
+558,504
20
$4.08B 0.89%
105,566,793
+8,763,350
21
$3.91B 0.86%
6,939,733
-109,943
22
$3.86B 0.84%
19,578,321
-1,215,990
23
$3.8B 0.83%
46,299,316
+75,471
24
$3.77B 0.82%
63,323,757
+1,809,556
25
$3.72B 0.81%
6,644,370
-290,985
1
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