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
276
$87.8M 0.03%
1,600,000
+100,000
277
$87.5M 0.03%
1,815,500
+85,000
278
$85.8M 0.03%
9,750,000
279
$85.2M 0.03%
6,380,000
280
$83.9M 0.03%
861,000
281
$82.8M 0.03%
6,811,000
-989,500
282
$81.7M 0.03%
602,524
-219
283
$81M 0.03%
2,385,205
-33,101
284
$77.1M 0.03%
1,527,002
-1,109,238
285
$75.7M 0.03%
2,239,600
-332,500
286
$75.5M 0.02%
1,828,000
+806,226
287
$73.9M 0.02%
1,539,500
+34,500
288
$73.6M 0.02%
1,400,000
289
$73.5M 0.02%
2,769,000
-510,000
290
$73.3M 0.02%
1,094,000
-1,175,000
291
$73.2M 0.02%
690,276
292
$72.3M 0.02%
1,356,981
-997,600
293
$71.4M 0.02%
425,100
-62,800
294
$70.9M 0.02%
1,266,000
-2,841,223
295
$69.6M 0.02%
1,157,000
296
$68.9M 0.02%
2,899,910
297
$67.6M 0.02%
2,365,000
298
$66.4M 0.02%
2,225,000
299
$66.1M 0.02%
68,035
-37,023
300
$63.1M 0.02%
1,073,138
-43,910
10 11
12
13 14