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
$469B
AUM Growth
+$23.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$2.15B
2
+$1.89B
3
+$1.66B
4
PM icon
Philip Morris
PM
+$1.5B
5
BX icon
Blackstone
BX
+$1.01B

Top Sells

1
+$5.14B
2
+$2.62B
3
+$1.39B
4
UNH icon
UnitedHealth
UNH
+$1.34B
5
VZ icon
Verizon
VZ
+$1.33B

Sector Composition

1 Healthcare 21.38%
2 Technology 16.49%
3 Financials 12.64%
4 Consumer Discretionary 11.4%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22B 4.69%
91,715,063
-5,813,934
2
$16.4B 3.5%
293,661,280
-22,527,380
3
$16.3B 3.47%
30,693,055
-2,535,566
4
$13.1B 2.8%
256,096,804
+7,246,275
5
$12.4B 2.64%
39,172,092
-888,172
6
$10.3B 2.2%
28,188,439
-836,435
7
$10.1B 2.15%
99,684,163
+14,789,976
8
$8.38B 1.79%
301,641,040
+21,587,462
9
$7.46B 1.59%
13,545,241
+57,180
10
$7.12B 1.52%
53,067,936
+14,077,797
11
$6.97B 1.49%
29,091,131
+33,323
12
$5.97B 1.27%
48,431,324
-41,730,452
13
$5.91B 1.26%
68,892,972
+11,130,228
14
$5.29B 1.13%
10,874,833
-1,503,206
15
$5.27B 1.12%
56,539,787
-4,356,976
16
$4.74B 1.01%
31,773,271
+14,453,675
17
$4.5B 0.96%
6,242,435
+16,836
18
$4.36B 0.93%
19,089,344
-37,571
19
$4.22B 0.9%
47,582,612
-12,001,863
20
$4.14B 0.88%
12,697,605
+369,665
21
$4.08B 0.87%
49,805,304
+1,139,182
22
$3.9B 0.83%
16,390,275
+2,440,628
23
$3.84B 0.82%
29,582,188
-178,657
24
$3.75B 0.8%
40,420,534
-1,576,446
25
$3.75B 0.8%
1,858,921
+76,428
1
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