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
$505B
AUM Growth
-$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$1.24B
2
+$983M
3
+$879M
4
EOG icon
EOG Resources
EOG
+$790M
5
LUV icon
Southwest Airlines
LUV
+$781M

Top Sells

1
+$1.48B
2
+$1.43B
3
+$1.29B
4
DHI icon
D.R. Horton
DHI
+$1.21B
5
GTM
ZoomInfo Technologies
GTM
+$892M

Sector Composition

1 Technology 21.47%
2 Healthcare 17.17%
3 Consumer Discretionary 11.91%
4 Financials 10.96%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28B 5.54%
88,620,338
+3,113,077
2
$23.5B 4.66%
283,127,340
+4,902,130
3
$14.5B 2.88%
28,853,252
-310,494
4
$14.4B 2.86%
26,860,053
-7,528
5
$11.7B 2.32%
38,811,236
-334,358
6
$11.1B 2.21%
37,127,022
-16,738
7
$10.9B 2.15%
117,441,235
+1,255,962
8
$10.3B 2.04%
41,103,054
-1,169,458
9
$9.61B 1.9%
297,265,070
-547,340
10
$7.9B 1.56%
28,933,474
+130,412
11
$6.46B 1.28%
12,755,007
-121,091
12
$6.46B 1.28%
48,957,737
-508,544
13
$6.25B 1.24%
17,981,667
+641,033
14
$6.12B 1.21%
81,721,387
+792,071
15
$6.04B 1.2%
182,192,282
-16,820,524
16
$5.66B 1.12%
1,836,427
-2,156
17
$5.4B 1.07%
37,265,753
-1,096,396
18
$5.09B 1.01%
36,753,164
+55,017
19
$4.92B 0.97%
28,745,971
-8,633,320
20
$4.9B 0.97%
121,071,357
+6,663,715
21
$4.55B 0.9%
34,776,426
-915,737
22
$4.49B 0.89%
12,062,076
+205,227
23
$4.45B 0.88%
80,540,930
-216,322
24
$4.41B 0.87%
11,666,316
+235,059
25
$4.35B 0.86%
99,926,770
+28,394,350
1
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