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
$303B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$970M
2
+$554M
3
+$535M
4
TRP icon
TC Energy
TRP
+$489M
5
MCK icon
McKesson
MCK
+$459M

Top Sells

1
+$1.32B
2
+$1.1B
3
+$684M
4
AMGN icon
Amgen
AMGN
+$670M
5
DHR icon
Danaher
DHR
+$664M

Sector Composition

1 Healthcare 18.92%
2 Technology 12.36%
3 Communication Services 10.31%
4 Consumer Discretionary 10.04%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$135M 0.04%
+2,866,233
252
$135M 0.04%
4,144,270
-710,004
253
$134M 0.04%
9,856,500
-2,328,000
254
$129M 0.04%
1,999,640
255
$126M 0.04%
1,066,559
256
$121M 0.04%
206,499
257
$120M 0.04%
37,158,795
258
$119M 0.04%
575,002
259
$111M 0.04%
2,757,120
+10,900
260
$110M 0.04%
2,464,773
-62,826
261
$110M 0.04%
1,349,300
262
$109M 0.04%
2,784,000
263
$109M 0.04%
1,238,592
-1,433
264
$108M 0.04%
14,664,274
-6,800,030
265
$104M 0.03%
3,985,249
266
$103M 0.03%
2,041,500
+34,000
267
$102M 0.03%
759,000
268
$101M 0.03%
4,272,068
+289,081
269
$100M 0.03%
2,523,000
+76,000
270
$94.2M 0.03%
5,527,549
271
$92.2M 0.03%
2,921,233
+1,455,233
272
$92.1M 0.03%
1,435,000
273
$91.8M 0.03%
+1,630,849
274
$91M 0.03%
4,423,358
-3,058,777
275
$89.6M 0.03%
1,800,000
9 10
11
12 13