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
$586B
AUM Growth
-$2.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$1.05B
3
+$877M
4
NVDA icon
NVIDIA
NVDA
+$867M
5
GTM
ZoomInfo Technologies
GTM
+$788M

Top Sells

1
+$1.48B
2
+$1.07B
3
+$861M
4
V icon
Visa
V
+$825M
5
VMC icon
Vulcan Materials
VMC
+$643M

Sector Composition

1 Technology 19.82%
2 Consumer Discretionary 16.72%
3 Healthcare 14.89%
4 Financials 14.28%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.1B 5.31%
110,359,787
-470,263
2
$29B 4.95%
112,281,942
+434,247
3
$18.7B 3.2%
386,304,290
-7,388,970
4
$15.7B 2.68%
46,286,895
+173,316
5
$13.4B 2.29%
40,815,729
+35,090
6
$13.4B 2.29%
34,268,409
+149,756
7
$12.2B 2.08%
74,302,154
+2,764,341
8
$10.4B 1.77%
241,360,858
+1,171,443
9
$10.3B 1.75%
62,594,440
-2,470,780
10
$8.51B 1.45%
14,886,786
+114,582
11
$8.07B 1.38%
60,586,740
+3,696,660
12
$8.07B 1.38%
13,217,696
+36,951
13
$7.84B 1.34%
82,760,572
+2,152,766
14
$7.19B 1.23%
27,612,718
-433,708
15
$6.5B 1.11%
33,601,122
-250,212
16
$6.49B 1.11%
7,740,470
-123,896
17
$6.44B 1.1%
115,072,900
-2,863,063
18
$5.97B 1.02%
43,996,950
+67,190
19
$5.77B 0.99%
18,114,304
-1,157,828
20
$5.74B 0.98%
126,085,682
-1,817,093
21
$5.52B 0.94%
41,285,240
+106,520
22
$5.32B 0.91%
7,144,479
-101,281
23
$5.25B 0.9%
176,646,936
-6,223,842
24
$4.96B 0.85%
116,855,421
+634,955
25
$4.29B 0.73%
50,573,988
+4,468,246
1
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