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 | |
|---|---|---|---|---|---|---|
276
Globus Medical
GMED
$7.93B
| $140M | 0.03% |
1,901,114
| – | – |
|
277
British American Tobacco
BTI
$123B
| $139M | 0.03% |
3,303,960
+3,393
| +0.1% | +$143K |
|
278
CubeSmart
CUBE
$9.39B
| $137M | 0.03% |
+2,633,537
| New | +$137M |
|
279
Leslie's
LESL
$62M
| $136M | 0.03% |
7,009,446
+3,612,422
| +106% | +$69.9M |
|
280
Light & Wonder
LNW
$7.48B
| $135M | 0.03% |
2,303,862
+75,926
| +3% | +$4.46M |
|
281
ResMed
RMD
$39.6B
| $135M | 0.03% |
557,558
+253,121
| +83% | +$61.4M |
|
282
Extreme Networks
EXTR
$2.95B
| $135M | 0.03% |
11,055,375
+2,141,000
| +24% | +$26.1M |
|
283
Paylocity
PCTY
$9.36B
| $133M | 0.03% |
647,968
-3,889
| -0.6% | -$800K |
|
|
GTM
284
ZoomInfo Technologies
GTM
$3.72B
| $131M | 0.03% |
2,189,493
-1,127,856
| -34% | -$67.4M |
|
285
Exxon Mobil
XOM
$478B
| $127M | 0.03% |
1,539,638
-3,192,728
| -67% | -$264M |
|
|
VGR
286
DELISTED
Vector Group Ltd.
VGR
| $126M | 0.03% |
10,423,654
-94,263
| -0.9% | -$1.13M |
|
287
Credo Technology Group
CRDO
$28B
| $125M | 0.03% |
+8,750,082
| New | +$125M |
|
288
Asbury Automotive
ABG
$4.8B
| $122M | 0.03% |
761,102
+198,985
| +35% | +$31.9M |
|
289
PAR Technology
PAR
$1.79B
| $120M | 0.03% |
2,977,672
-114,789
| -4% | -$4.63M |
|
290
Golden Entertainment
GDEN
$638M
| $120M | 0.03% |
2,066,100
+441,100
| +27% | +$25.6M |
|
291
Equifax
EFX
$31.6B
| $120M | 0.03% |
504,697
-930,611
| -65% | -$221M |
|
292
Chubb
CB
$111B
| $119M | 0.03% |
557,114
+1,341
| +0.2% | +$287K |
|
293
LPL Financial
LPLA
$28.1B
| $117M | 0.03% |
+641,467
| New | +$117M |
|
294
Vicor
VICR
$2.28B
| $115M | 0.03% |
1,625,517
+563,884
| +53% | +$39.8M |
|
295
TPG
TPG
$9.05B
| $114M | 0.03% |
+3,789,938
| New | +$114M |
|
296
Perimeter Solutions
PRM
$3.26B
| $112M | 0.03% |
9,260,505
| – | – |
|
297
AvidXchange
AVDX
$2.06B
| $111M | 0.03% |
13,838,867
-854,651
| -6% | -$6.88M |
|
298
Dole
DOLE
$1.3B
| $109M | 0.03% |
8,788,583
+4,206,200
| +92% | +$52.2M |
|
299
Intel
INTC
$112B
| $107M | 0.03% |
+2,160,359
| New | +$107M |
|
300
CCC Intelligent Solutions
CCCS
$6.37B
| $107M | 0.03% |
9,681,908
-1,647,308
| -15% | -$18.2M |
|