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
76
$2M 0.38%
1,638
77
$2M 0.38%
8,200
+148
78
$1.95M 0.37%
135,929
+2,343
79
$1.9M 0.36%
6,547
80
$1.82M 0.35%
30,020
+723
81
$1.81M 0.34%
1,767
82
$1.72M 0.33%
6,113
83
$1.65M 0.31%
28,715
84
$1.48M 0.28%
+23,360
85
$1.45M 0.28%
31,227
-8,761
86
$1.45M 0.27%
14,583
+1,201
87
$1.43M 0.27%
2,493
88
$1.41M 0.27%
53,333
89
$1.41M 0.27%
4,290
+1,476
90
$1.37M 0.26%
22,648
91
$1.36M 0.26%
7,675
-435
92
$1.32M 0.25%
1,397
+45
93
$1.31M 0.25%
+9,779
94
$1.23M 0.23%
7,681
+1,448
95
$1.23M 0.23%
3,217
+887
96
$1.21M 0.23%
+16,029
97
$1.2M 0.23%
19,043
98
$1.2M 0.23%
4,704
-4,870
99
$1.18M 0.22%
+5,226
100
$1.09M 0.21%
27,698
+582
2 3
4
5 6