Capital Research Global Investors Portfolio holdings
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.
Top Buys
| 1 |
GE Aerospace
GE
|
+$2.12B |
| 2 |
Amazon
AMZN
|
+$2.08B |
| 3 |
Charles Schwab
SCHW
|
+$1.94B |
| 4 |
Apple
AAPL
|
+$1.63B |
| 5 |
EPAM Systems
EPAM
|
+$1.42B |
Top Sells
| 1 |
Gilead Sciences
GILD
|
+$3.04B |
| 2 |
Netflix
NFLX
|
+$2.69B |
| 3 |
Microsoft
MSFT
|
+$1.99B |
| 4 |
Home Depot
HD
|
+$1.46B |
| 5 |
CSX Corp
CSX
|
+$1.17B |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Healthcare | 14.23% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Industrials | 10.06% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Lam Research
LRCX
$148B
| $177M | 0.04% |
3,297,950
-304,300
| -8% | -$16.4M |
|
252
Icon
ICLR
$13.6B
| $177M | 0.04% |
726,397
-193,555
| -21% | -$47.1M |
|
253
Patria Investments
PAX
$2.31B
| $174M | 0.04% |
9,771,580
+4,750,000
| +95% | +$84.6M |
|
254
Pegasystems
PEGA
$9.93B
| $173M | 0.04% |
4,285,094
+2,329,162
| +119% | +$93.9M |
|
255
CONMED
CNMD
$1.64B
| $169M | 0.04% |
1,139,356
+12,300
| +1% | +$1.83M |
|
256
Merck
MRK
$207B
| $167M | 0.04% |
2,036,976
+1,029
| +0.1% | +$84.4K |
|
257
Coursera
COUR
$1.8B
| $167M | 0.04% |
7,253,098
| – | – |
|
|
EVRI
258
DELISTED
Everi Holdings
EVRI
| $163M | 0.04% |
7,758,438
-463,650
| -6% | -$9.74M |
|
259
Janus Henderson
JHG
$7.01B
| $161M | 0.04% |
4,603,276
-3,062,229
| -40% | -$107M |
|
260
Suncor Energy
SU
$50.6B
| $158M | 0.04% |
4,858,879
-8,826
| -0.2% | -$287K |
|
261
New York Times
NYT
$9.59B
| $158M | 0.04% |
3,450,512
+1,267
| +0% | +$58.1K |
|
262
Weatherford International
WFRD
$4.48B
| $157M | 0.04% |
4,726,247
-5,516
| -0.1% | -$184K |
|
263
Public Storage
PSA
$51.3B
| $156M | 0.04% |
400,000
| – | – |
|
|
ATCO
264
DELISTED
Atlas Corp.
ATCO
| $156M | 0.04% |
10,609,768
+2,266,500
| +27% | +$33.3M |
|
265
StoneCo
STNE
$4.89B
| $155M | 0.04% |
13,262,194
-23,888,852
| -64% | -$280M |
|
266
Chegg
CHGG
$167M
| $151M | 0.04% |
4,165,030
-80,042
| -2% | -$2.9M |
|
267
Playtika
PLTK
$1.41B
| $151M | 0.04% |
7,792,781
-1,896,040
| -20% | -$36.7M |
|
268
DraftKings
DKNG
$21.8B
| $149M | 0.04% |
7,630,800
-4,003,213
| -34% | -$77.9M |
|
269
Johnson & Johnson
JNJ
$429B
| $147M | 0.04% |
827,379
+19
| +0% | +$3.37K |
|
270
Euronet Worldwide
EEFT
$3.6B
| $146M | 0.04% |
1,122,002
+103,786
| +10% | +$13.5M |
|
271
Herbalife
HLF
$986M
| $146M | 0.04% |
4,802,262
-3,330,028
| -41% | -$101M |
|
272
SS&C Technologies
SSNC
$21.8B
| $146M | 0.04% |
1,941,696
-112,911
| -5% | -$8.47M |
|
273
Montrose Environmental
MEG
$1.05B
| $143M | 0.04% |
2,699,774
+519,892
| +24% | +$27.5M |
|
274
BOK Financial
BOKF
$7.06B
| $143M | 0.04% |
1,519,879
-1,569
| -0.1% | -$147K |
|
275
BWX Technologies
BWXT
$15.4B
| $142M | 0.04% |
2,632,834
+211,329
| +9% | +$11.4M |
|