Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $533B
1-Year Est. Return 30.79%
 

Capital Research Global Investors (CRGI), a division of Capital Group established in 1931 and headquartered in Los Angeles, California, is a powerhouse in active investment management, overseeing hundreds of billions in assets with a focus on global equity portfolios. Known for its long-term, research-intensive approach, CRGI employs a unique multiple-portfolio-manager system to diversify risk and enhance returns, serving institutional clients, financial advisors, and individual investors through vehicles like the American Funds mutual fund family. The firm’s investment philosophy emphasizes fundamental analysis and a deep understanding of companies worldwide, aiming to identify growth opportunities over extended horizons. As part of Capital Group’s broader mission, CRGI has built a reputation for delivering consistent, value-driven results in the global investment landscape.

This Quarter Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287B
AUM Growth
-$57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$1.99B
2 +$1.24B
3 +$985M
4
JPM icon
JPMorgan Chase
JPM
+$952M
5
WP
Worldpay, Inc.
WP
+$806M

Top Sells

1 +$2.01B
2 +$2B
3 +$1.38B
4
ESRX
Express Scripts Holding Company
ESRX
+$1.1B
5
BA icon
Boeing
BA
+$552M

Sector Composition

1 Healthcare 22.85%
2 Technology 15.62%
3 Communication Services 12.89%
4 Consumer Discretionary 11.83%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$148M 0.05%
5,422,293
227
$147M 0.05%
3,294,242
-3,236,026
228
$146M 0.05%
991,311
-33
229
$144M 0.05%
2,200,095
230
$142M 0.05%
2,037,355
-224,025
231
$141M 0.05%
1,412,150
-211,850
232
$140M 0.05%
4,942,917
+692,917
233
$139M 0.05%
5,251,200
-1,662,587
234
$138M 0.05%
4,048,347
-7,915,988
235
$135M 0.05%
8,723,804
+369
236
$134M 0.05%
4,960,242
-1,510,302
237
$134M 0.05%
4,157,297
+61,653
238
$133M 0.05%
1,729,894
239
$130M 0.05%
3,423,288
-78,516
240
$130M 0.05%
1,923,945
+453
241
$128M 0.04%
2,119,188
+16
242
$126M 0.04%
+4,921,272
243
$126M 0.04%
6,019,210
-12,671,254
244
$123M 0.04%
2,003,195
-1,873,468
245
$122M 0.04%
12,123,245
-251,441
246
$120M 0.04%
3,256,250
-565,830
247
$118M 0.04%
4,948,795
+2,038
248
$116M 0.04%
723,936
+94,184
249
$114M 0.04%
1,425,729
+717,829
250
$113M 0.04%
+7,953,771