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
$1.87B
AUM Growth
-$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$13.4M
3 +$13.2M
4
TEAM icon
Atlassian
TEAM
+$12.4M
5
XYZ
Block Inc
XYZ
+$3.42M

Top Sells

1 +$37.3M
2 +$32.5M
3 +$31.5M
4
CVX icon
Chevron
CVX
+$24.9M
5
ASML icon
ASML
ASML
+$24.4M

Sector Composition

1 Technology 21.84%
2 Industrials 14.55%
3 Healthcare 13.38%
4 Financials 13.37%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-430,225
202
-51,804
203
-242,709
204
-138,828
205
-12,775
206
-387,606
207
-428
208
-240,000
209
-1,923