CGT

Capital Guardian Trust Portfolio holdings

AUM $7.42B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9B
AUM Growth
+$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$154M
3
+$154M
4
VALE.P
Vale S A
VALE.P
+$77.4M
5
DVA icon
DaVita
DVA
+$60.2M

Top Sells

1
+$76.5M
2
+$76.1M
3
+$55.1M
4
APD icon
Air Products & Chemicals
APD
+$50.5M
5
BMY icon
Bristol-Myers Squibb
BMY
+$49.8M

Sector Composition

1 Financials 13.92%
2 Healthcare 13.41%
3 Technology 10.85%
4 Energy 10.64%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$15K ﹤0.01%
136
502
$15K ﹤0.01%
245
-50
503
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138
504
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288
+117
505
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464
-243
506
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242
-4,080
507
$15K ﹤0.01%
23
508
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78
509
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796
510
$15K ﹤0.01%
588
-50
511
$15K ﹤0.01%
744
-160
512
$14K ﹤0.01%
428
513
$14K ﹤0.01%
2,427
514
$14K ﹤0.01%
157
-5
515
$14K ﹤0.01%
475
516
$14K ﹤0.01%
134
-12
517
$14K ﹤0.01%
194
-600
518
$14K ﹤0.01%
233
-8
519
$14K ﹤0.01%
+1,221
520
$14K ﹤0.01%
2,754
521
$14K ﹤0.01%
898
522
$14K ﹤0.01%
1,331
523
$13K ﹤0.01%
752
524
$13K ﹤0.01%
105
525
$13K ﹤0.01%
233
19 20
21
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