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
$445B
AUM Growth
-$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$1.32B
2
+$1.16B
3
+$1.03B
4
LEN icon
Lennar Class A
LEN
+$1.03B
5
MS icon
Morgan Stanley
MS
+$892M

Top Sells

1
+$1.13B
2
+$924M
3
+$816M
4
DG icon
Dollar General
DG
+$717M
5
STLA icon
Stellantis
STLA
+$698M

Sector Composition

1 Healthcare 20.38%
2 Technology 16.46%
3 Consumer Discretionary 14.81%
4 Financials 12.4%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9B 5.37%
90,161,776
-344,888
2
$22.7B 5.1%
97,528,997
-1,296,480
3
$16.8B 3.77%
33,228,621
-892,645
4
$14B 3.15%
316,188,660
-81,070
5
$11.1B 2.48%
40,060,264
-330,291
6
$10.9B 2.44%
248,850,529
-1,276,218
7
$9.39B 2.11%
29,024,874
+282,228
8
$7.05B 1.58%
84,894,187
+1,794,580
9
$6.84B 1.54%
13,488,061
-501,558
10
$6.52B 1.46%
280,053,578
-5,541,165
11
$5.81B 1.3%
60,896,763
+2,060,715
12
$5.73B 1.29%
59,584,475
-3,585,385
13
$5.53B 1.24%
31,226,689
-1,850,339
14
$4.78B 1.07%
12,378,039
-1,219,016
15
$4.77B 1.07%
29,057,808
+1,937,275
16
$4.39B 0.99%
32,368,464
-6,016,567
17
$4.29B 0.96%
6,225,599
-9,012
18
$4.14B 0.93%
19,126,915
+1,464,033
19
$4.11B 0.92%
29,760,845
+169,217
20
$4.07B 0.91%
38,990,139
-274,594
21
$3.8B 0.85%
39,720,310
-1,183,590
22
$3.79B 0.85%
48,666,122
+1,131,776
23
$3.63B 0.81%
12,524,679
-45,253
24
$3.56B 0.8%
57,762,744
+4,903,276
25
$3.38B 0.76%
41,996,980
+63,618
1
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