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
351
$26.5M 0.01%
657,000
352
$26M 0.01%
4,964,264
353
$24.5M 0.01%
6,765
354
$24.3M 0.01%
1,685,886
+400,831
355
$24.2M 0.01%
230,550
+64,241
356
$23.1M 0.01%
2,119,378
-4,079,998
357
$22.5M 0.01%
811,000
358
$22.5M 0.01%
1,943,273
-1,738,943
359
$21.6M 0.01%
2,832,686
+8,628
360
$21.4M 0.01%
1,313,600
+131,000
361
$21.3M 0.01%
500,000
+100,000
362
$20.7M 0.01%
2,660,990
363
$18.3M 0.01%
1,633,283
364
$17.4M 0.01%
484,750
365
$17.2M 0.01%
1,500,000
-600,000
366
$17M 0.01%
2,225,000
-4,006,852
367
$16.9M 0.01%
+1,005,000
368
$16.7M 0.01%
500,000
369
$15.5M 0.01%
621,500
370
$14.8M ﹤0.01%
592,000
371
$14.6M ﹤0.01%
174,000
372
$13.7M ﹤0.01%
89,500
373
$13M ﹤0.01%
180,000
374
$12.9M ﹤0.01%
1,135,000
375
$12.3M ﹤0.01%
676,124
+2,124