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
251
$113M 0.04%
6,620,000
+100,000
252
$113M 0.04%
1,231,299
-2,512,651
253
$112M 0.04%
453,469
-100,982
254
$110M 0.04%
1,593,672
+500
255
$109M 0.04%
555,624
-48,539
256
$107M 0.04%
+5,807,570
257
$105M 0.04%
4,406,110
+473
258
$104M 0.04%
2,204,675
-461,825
259
$101M 0.04%
3,840,264
-568,000
260
$101M 0.04%
1,051,144
+6
261
$99.3M 0.03%
2,000,104
-1,426,995
262
$98.4M 0.03%
2,055,159
-299,001
263
$97.7M 0.03%
1,521,662
-197,338
264
$95.3M 0.03%
2,750,000
-1,250,000
265
$94.4M 0.03%
+7,138,987
266
$91M 0.03%
2,197,918
-3,327,913
267
$90.8M 0.03%
3,794,503
268
$88.6M 0.03%
2,400,240
-100,011
269
$88.5M 0.03%
3,535,000
-4,587,000
270
$88.3M 0.03%
+901,118
271
$86.3M 0.03%
658,000
+395,000
272
$85.4M 0.03%
5,862,957
+5,845,802
273
$82.5M 0.03%
2,059,634
+801,734
274
$81.2M 0.03%
4,951,327
-4,869,915
275
$80.7M 0.03%
1,400,000