Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADUS icon
251
Addus HomeCare
ADUS
$1.91B
$158M 0.03%
1,469,752
+268,192
WMT icon
252
Walmart Inc
WMT
$1.02T
$156M 0.03%
1,404,306
-485,566
CPRT icon
253
Copart
CPRT
$36.9B
$156M 0.03%
3,972,849
-5,374,719
HOMB icon
254
Home BancShares
HOMB
$5.4B
$155M 0.03%
5,588,267
+238,548
CHYM
255
Chime Financial
CHYM
$8.29B
$154M 0.03%
6,102,983
-775,074
GS icon
256
Goldman Sachs
GS
$258B
$153M 0.03%
174,257
-51,867
CSX icon
257
CSX Corp
CSX
$79.4B
$153M 0.03%
4,218,274
+3,802
YUM icon
258
Yum! Brands
YUM
$46.6B
$151M 0.03%
1,001,138
+521
BMRN icon
259
BioMarin Pharmaceuticals
BMRN
$11.9B
$151M 0.03%
2,547,287
+9,691
KMB icon
260
Kimberly-Clark
KMB
$37B
$151M 0.03%
1,493,928
+929
MMYT icon
261
MakeMyTrip
MMYT
$5.36B
$150M 0.03%
+1,827,439
OSK icon
262
Oshkosh
OSK
$10.6B
$150M 0.03%
1,193,156
+704,022
BIO icon
263
Bio-Rad Laboratories Class A
BIO
$7.52B
$150M 0.03%
494,472
+76,117
DTM icon
264
DT Midstream
DTM
$14.1B
$150M 0.03%
1,249,418
+317
SKY icon
265
Champion Homes
SKY
$5.17B
$149M 0.03%
1,757,463
-4,915
SSB icon
266
SouthState Bank Corp
SSB
$9.78B
$148M 0.03%
1,576,502
-94,999
BBIO icon
267
BridgeBio Pharma
BBIO
$12.7B
$148M 0.03%
1,934,698
+1,572
CBZ icon
268
CBIZ
CBZ
$1.56B
$147M 0.03%
2,914,541
-6,785
PAX icon
269
Patria Investments
PAX
$2.09B
$146M 0.03%
9,182,088
-28,755
EXC icon
270
Exelon
EXC
$50.6B
$143M 0.03%
3,288,892
+20,553
QSR icon
271
Restaurant Brands International
QSR
$24.8B
$139M 0.03%
2,040,125
+1,380
ROG icon
272
Rogers Corp
ROG
$1.94B
$139M 0.03%
1,519,040
+297,380
MOH icon
273
Molina Healthcare
MOH
$7.93B
$138M 0.03%
795,909
+3,123
ICFI icon
274
ICF International
ICFI
$1.53B
$137M 0.03%
1,604,524
-2,937
WWD icon
275
Woodward
WWD
$23.1B
$134M 0.02%
444,785
-1,444,088