CGIM

Capital Group Investment Management Portfolio holdings

AUM $561M
1-Year Est. Return 36.5%
This Quarter Est. Return
1 Year Est. Return
+36.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.83M
3
+$1.64M
4
NVDA icon
NVIDIA
NVDA
+$1.59M
5
CTVA icon
Corteva
CTVA
+$1.56M

Top Sells

1
+$3.78M
2
+$1.65M
3
+$1.5M
4
EFX icon
Equifax
EFX
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.19M

Sector Composition

1 Technology 25.8%
2 Consumer Discretionary 18.44%
3 Healthcare 13.62%
4 Financials 12.83%
5 Communication Services 12.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.55M 1.05%
20,073
+366
27
$5.16M 0.98%
9,919
-987
28
$5.12M 0.97%
4,827
+83
29
$4.84M 0.92%
21,064
+134
30
$4.62M 0.88%
9,527
+582
31
$4.29M 0.82%
17,374
+144
32
$4.22M 0.8%
6,093
+190
33
$4.22M 0.8%
12,618
-1,075
34
$4.06M 0.77%
8,156
-247
35
$4.04M 0.77%
17,171
-4,176
36
$4.02M 0.76%
8,698
-1,159
37
$4M 0.76%
15,475
+3,805
38
$3.91M 0.74%
22,686
-76
39
$3.85M 0.73%
13,564
+334
40
$3.84M 0.73%
42,959
+20,523
41
$3.83M 0.73%
9,142
+155
42
$3.8M 0.72%
3,000
43
$3.61M 0.69%
82,131
44
$3.55M 0.67%
38,856
+7,843
45
$3.37M 0.64%
9,901
-1,352
46
$3.36M 0.64%
194,807
+5,940
47
$3.32M 0.63%
29,386
+666
48
$3.23M 0.61%
8,299
-2,279
49
$3.19M 0.61%
55,579
+938
50
$3.04M 0.58%
16,436
+406
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