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
$562B
AUM Growth
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$1.14B
3
+$1.07B
4
BLK icon
Blackrock
BLK
+$1.04B
5
BN icon
Brookfield
BN
+$1B

Top Sells

1
+$1.68B
2
+$1.55B
3
+$1.38B
4
COP icon
ConocoPhillips
COP
+$1.23B
5
IRM icon
Iron Mountain
IRM
+$1.03B

Sector Composition

1 Technology 23.5%
2 Healthcare 16.36%
3 Consumer Discretionary 11.93%
4 Financials 11.75%
5 Industrials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34B 6.05%
90,520,582
+1,900,244
2
$31.1B 5.54%
278,986,590
-4,140,750
3
$15.7B 2.79%
26,949,773
+89,720
4
$15.2B 2.7%
28,862,345
+9,093
5
$13.5B 2.4%
38,054,513
+927,491
6
$13.3B 2.37%
38,388,024
-423,212
7
$10.3B 1.83%
109,562,664
-7,878,571
8
$10.2B 1.81%
41,034,947
-68,107
9
$9.41B 1.67%
287,319,350
-9,945,720
10
$8.87B 1.58%
21,805,770
+3,824,103
11
$8.58B 1.53%
29,029,953
+96,479
12
$6.75B 1.2%
83,364,123
+1,642,736
13
$6.51B 1.16%
12,262,793
-492,214
14
$6.31B 1.12%
44,752,743
-4,204,994
15
$6.11B 1.09%
1,723,880
-112,547
16
$5.83B 1.04%
34,271,199
-2,994,554
17
$5.72B 1.02%
11,744,636
+78,320
18
$5.7B 1.01%
115,163,950
+15,237,180
19
$5.15B 0.92%
19,561,325
+457,463
20
$4.99B 0.89%
173,394,272
-8,798,010
21
$4.94B 0.88%
12,026,609
-35,467
22
$4.86B 0.87%
34,814,543
+38,117
23
$4.73B 0.84%
107,773,317
+15,625,543
24
$4.66B 0.83%
17,895,788
+1,323,238
25
$4.51B 0.8%
5,130,485
+23,146
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