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
$519B
AUM Growth
+$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$1.4B
2
+$1.17B
3
+$770M
4
PYPL icon
PayPal
PYPL
+$767M
5
LYB icon
LyondellBasell Industries
LYB
+$764M

Top Sells

1
+$4.23B
2
+$1.94B
3
+$1.11B
4
DLR icon
Digital Realty Trust
DLR
+$1.07B
5
AMZN icon
Amazon
AMZN
+$1.03B

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 16.41%
3 Healthcare 15.45%
4 Financials 13.74%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.6B 6.29%
138,748,944
-17,997,030
2
$24.6B 4.73%
110,441,260
-1,431,563
3
$17B 3.28%
388,859,170
-3,989,680
4
$12.3B 2.38%
35,185,176
-2,368,780
5
$11.1B 2.13%
40,533,105
-354,160
6
$10.3B 1.98%
80,831,721
+6,062,651
7
$10.2B 1.97%
62,915,720
-6,341,560
8
$9.82B 1.89%
266,647,618
-6,534,739
9
$8.99B 1.73%
33,849,372
+1,430,758
10
$7.44B 1.43%
15,981,520
-41,513
11
$7.41B 1.43%
13,698,696
+49,448
12
$6.82B 1.31%
82,320,538
-981,459
13
$6.45B 1.24%
57,018,280
-1,158,920
14
$6.35B 1.22%
210,014,940
+5,994,789
15
$6.19B 1.19%
29,093,275
+605,440
16
$6.16B 1.19%
33,836,999
-896,808
17
$5.75B 1.11%
16,187,677
-591,557
18
$5.35B 1.03%
22,853,795
+3,275,474
19
$5.34B 1.03%
7,400,696
+460,963
20
$5.31B 1.02%
101,407,187
+1,745,449
21
$4.74B 0.91%
13,288,461
-1,129,274
22
$4.65B 0.9%
113,351,403
+7,784,610
23
$4.24B 0.82%
46,248,550
-50,766
24
$4.21B 0.81%
38,642,566
-1,848,022
25
$4.16B 0.8%
10,979,414
+123,431
1
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