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
$541B
AUM Growth
+$22.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$2.2B
2
+$2.06B
3
+$1.58B
4
STLA icon
Stellantis
STLA
+$1.48B
5
TD icon
Toronto Dominion Bank
TD
+$1.15B

Top Sells

1
+$3.56B
2
+$1.89B
3
+$1.8B
4
MA icon
Mastercard
MA
+$1.34B
5
PFE icon
Pfizer
PFE
+$1.32B

Sector Composition

1 Technology 19.18%
2 Consumer Discretionary 15.92%
3 Financials 14.63%
4 Healthcare 14.55%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.3B 5.05%
122,777,034
-15,971,910
2
$26.4B 4.89%
112,150,578
+1,709,318
3
$18.1B 3.35%
390,497,870
+1,638,700
4
$12.8B 2.36%
43,313,543
+2,780,438
5
$12.7B 2.34%
34,017,627
-1,167,549
6
$12.1B 2.24%
79,444,252
-1,387,469
7
$11.9B 2.2%
39,031,134
+5,181,762
8
$9.67B 1.79%
62,513,940
-401,780
9
$8.34B 1.54%
230,086,394
-36,561,224
10
$7.64B 1.41%
16,739,194
+757,674
11
$7.07B 1.31%
79,697,032
-2,623,506
12
$7.04B 1.3%
13,500,195
-198,501
13
$6.89B 1.27%
33,755,011
-81,988
14
$6.54B 1.21%
203,424,204
-6,590,736
15
$6.52B 1.2%
26,840,955
+3,987,160
16
$6.37B 1.18%
124,571,895
+11,220,492
17
$6.17B 1.14%
28,425,992
-667,283
18
$6.08B 1.12%
112,314,144
+10,906,957
19
$5.87B 1.09%
53,066,810
-3,951,470
20
$5.66B 1.05%
7,512,612
+111,916
21
$5.58B 1.03%
53,928,760
+8,134,660
22
$5.17B 0.96%
13,993,232
-2,194,445
23
$4.76B 0.88%
82,754,767
+1,949,095
24
$4.6B 0.85%
7,451,108
-491,484
25
$4.58B 0.85%
118,326,139
+5,940,938
1
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