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
$613B
AUM Growth
+$9.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$4.84B
2
+$1.92B
3
+$1.28B
4
IR icon
Ingersoll Rand
IR
+$1.21B
5
META icon
Meta Platforms (Facebook)
META
+$1.17B

Top Sells

1
+$5.67B
2
+$4.32B
3
+$3.51B
4
CAT icon
Caterpillar
CAT
+$2.96B
5
LLY icon
Eli Lilly
LLY
+$2.46B

Sector Composition

1 Technology 25.01%
2 Healthcare 15.57%
3 Financials 12.28%
4 Consumer Discretionary 11.45%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36B 5.87%
224,203,490
-35,294,870
2
$33.4B 5.45%
74,726,141
-7,863,085
3
$20.5B 3.34%
40,612,465
+2,313,149
4
$19.7B 3.22%
21,813,763
-2,722,292
5
$14.4B 2.34%
116,242,474
+6,877,334
6
$14.3B 2.33%
28,023,012
-298,817
7
$12.5B 2.04%
26,707,966
+1,140,782
8
$11.7B 1.91%
115,574,732
+4,327,076
9
$10.4B 1.69%
290,594,452
+1,906,038
10
$8.88B 1.45%
48,428,484
+2,696,658
11
$8.85B 1.44%
41,996,382
+22,960,311
12
$8.64B 1.41%
25,101,505
-12,563,251
13
$8.45B 1.38%
42,708,787
+3,613,056
14
$8.04B 1.31%
11,906,299
+293,536
15
$7.6B 1.24%
39,314,402
+9,954,725
16
$7.44B 1.21%
40,867,286
+5,454,987
17
$7.43B 1.21%
36,724,075
+2,302,064
18
$6.96B 1.14%
40,049,431
-2,011,652
19
$6.91B 1.13%
6,760,945
+1,253,663
20
$6.43B 1.05%
19,290,535
-8,882,163
21
$5.94B 0.97%
1,500,337
-40,454
22
$5.94B 0.97%
22,633,925
+3,770,129
23
$5.26B 0.86%
9,518,436
-3,975,416
24
$5.23B 0.85%
76,249,819
-8,247,585
25
$5.02B 0.82%
128,148,382
+12,445,102
1
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