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
$319B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1 +$3.26B
2 +$1.33B
3 +$944M
4
VZ icon
Verizon
VZ
+$896M
5
HOG icon
Harley-Davidson
HOG
+$776M

Top Sells

1 +$1.51B
2 +$1.38B
3 +$1.25B
4
MCK icon
McKesson
MCK
+$1.21B
5
CAT icon
Caterpillar
CAT
+$985M

Sector Composition

1 Healthcare 17.27%
2 Technology 16.26%
3 Consumer Discretionary 11.9%
4 Financials 11.32%
5 Communication Services 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$83.2M 0.03%
2,105,000
-120,000
302
$83.1M 0.03%
1,500,000
-1,500,000
303
$81.5M 0.03%
4,997,000
-606,000
304
$80.1M 0.03%
431,725
+77,403
305
$76.3M 0.02%
2,775,000
+1,050,000
306
$75.3M 0.02%
371,181
307
$74.9M 0.02%
955,500
+109,000
308
$74.4M 0.02%
1,128,125
309
$74.2M 0.02%
547,178
+137,600
310
$73.8M 0.02%
5,055,683
311
$72.9M 0.02%
450,000
312
$72.6M 0.02%
344,900
-125,000
313
$72.4M 0.02%
2,051,973
314
$71M 0.02%
+366,338
315
$70.6M 0.02%
1,025,677
-240,323
316
$70.1M 0.02%
4,994,382
317
$69.4M 0.02%
517,800
318
$67.7M 0.02%
5,639,686
+2,139,086
319
$67.4M 0.02%
751,000
320
$67M 0.02%
1,522,071
-12,148
321
$66.8M 0.02%
1,609,200
-55,800
322
$65.8M 0.02%
2,148,887
-84,448
323
$64.8M 0.02%
1,673,600
-266,000
324
$64.7M 0.02%
282,355
-21,272
325
$62.7M 0.02%
1,125,000