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
51
$3M 0.57%
8,348
+383
52
$2.99M 0.57%
27,758
+496
53
$2.91M 0.55%
17,467
+207
54
$2.86M 0.54%
12,299
+1,395
55
$2.78M 0.53%
19,013
+619
56
$2.77M 0.53%
63,627
+1,635
57
$2.75M 0.52%
39,125
+23,365
58
$2.7M 0.51%
35,658
+623
59
$2.59M 0.49%
39,682
+4,985
60
$2.45M 0.47%
15,055
+255
61
$2.45M 0.46%
63,795
+3,950
62
$2.41M 0.46%
12,210
+718
63
$2.4M 0.46%
10,116
+207
64
$2.39M 0.45%
26,422
+387
65
$2.32M 0.44%
4,941
+72
66
$2.32M 0.44%
20,969
-13,575
67
$2.31M 0.44%
43,882
+2,891
68
$2.3M 0.44%
17,533
+369
69
$2.28M 0.43%
20,871
+542
70
$2.24M 0.43%
58,832
+2,424
71
$2.19M 0.42%
38,371
+27,398
72
$2.15M 0.41%
16,044
-854
73
$2.13M 0.41%
24,312
+7,006
74
$2.05M 0.39%
11,585
+5,151
75
$2.02M 0.38%
37,219
1 2
3
4 5