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 |
Sea Limited
SE
|
+$1.15B |
| 2 |
GE Aerospace
GE
|
+$1.13B |
| 3 |
Amazon
AMZN
|
+$912M |
| 4 |
Affirm
AFRM
|
+$861M |
| 5 |
Morgan Stanley
MS
|
+$855M |
Top Sells
| 1 |
EOG Resources
EOG
|
+$1.49B |
| 2 |
Mastercard
MA
|
+$1.17B |
| 3 |
JPMorgan Chase
JPM
|
+$1.14B |
| 4 |
Diamondback Energy
FANG
|
+$853M |
| 5 |
Zimmer Biomet
ZBH
|
+$614M |
Sector Composition
| 1 | Technology | 21.3% |
| 2 | Communication Services | 15.05% |
| 3 | Healthcare | 14.45% |
| 4 | Consumer Discretionary | 13.59% |
| 5 | Financials | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AVLR
276
DELISTED
Avalara, Inc.
AVLR
| $147M | 0.03% |
838,518
+82
| +0% | +$14.3K |
|
277
Globant
GLOB
$2.47B
| $146M | 0.03% |
518,838
-34,653
| -6% | -$9.74M |
|
278
Vicor
VICR
$2.28B
| $142M | 0.03% |
1,061,633
| – | – |
|
|
OSH
279
DELISTED
Oak Street Health, Inc.
OSH
| $140M | 0.03% |
+3,287,220
| New | +$140M |
|
280
Allogene Therapeutics
ALLO
$251M
| $139M | 0.03% |
5,404,294
-6
| -0% | -$154 |
|
281
Lightspeed Commerce
LSPD
$1.61B
| $137M | 0.03% |
1,417,886
+315
| +0% | +$30.4K |
|
282
BOK Financial
BOKF
$7.06B
| $136M | 0.03% |
1,521,512
+1,036
| +0.1% | +$92.8K |
|
283
Frontdoor
FTDR
$4.83B
| $136M | 0.03% |
3,244,073
+818,573
| +34% | +$34.3M |
|
284
Kroger
KR
$45.2B
| $135M | 0.03% |
3,331,227
+759
| +0% | +$30.7K |
|
285
CONMED
CNMD
$1.64B
| $134M | 0.03% |
1,023,995
+78,000
| +8% | +$10.2M |
|
286
Johnson & Johnson
JNJ
$429B
| $134M | 0.03% |
827,554
+174
| +0% | +$28.1K |
|
287
Americold
COLD
$3.93B
| $132M | 0.03% |
4,542,899
+505,886
| +13% | +$14.7M |
|
288
MSCI
MSCI
$45.1B
| $126M | 0.03% |
206,769
-95
| -0% | -$57.8K |
|
289
AppFolio
APPF
$9.9B
| $124M | 0.03% |
1,025,772
+4,981
| +0.5% | +$600K |
|
|
ATCO
290
DELISTED
Atlas Corp.
ATCO
| $123M | 0.03% |
8,121,704
+201,085
| +3% | +$3.05M |
|
|
NEE.PRO
291
DELISTED
NextEra Energy, Inc. 4.872% Corporate Units
NEE.PRO
| $122M | 0.03% |
2,080,680
| – | – |
|
292
CCC Intelligent Solutions
CCCS
$6.37B
| $119M | 0.03% |
+11,307,296
| New | +$119M |
|
293
Public Storage
PSA
$51.3B
| $119M | 0.03% |
400,000
| – | – |
|
294
Pegasystems
PEGA
$9.93B
| $119M | 0.03% |
1,868,190
+386
| +0% | +$24.5K |
|
|
SWT
295
DELISTED
Stanley Black & Decker, Inc.
SWT
| $118M | 0.03% |
1,122,699
| – | – |
|
296
British American Tobacco
BTI
$123B
| $116M | 0.03% |
3,299,864
+844
| +0% | +$29.8K |
|
297
MACOM Technology Solutions
MTSI
$9.82B
| $115M | 0.03% |
1,767,000
| – | – |
|
298
Montrose Environmental
MEG
$1.05B
| $114M | 0.03% |
1,849,746
+869,957
| +89% | +$53.7M |
|
299
Palo Alto Networks
PANW
$131B
| $114M | 0.03% |
1,425,294
-295,260
| -17% | -$23.6M |
|
300
Lamb Weston
LW
$7.86B
| $114M | 0.03% |
1,850,218
-3,548,559
| -66% | -$218M |
|