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
$287B
AUM Growth
-$57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$1.99B
2 +$1.24B
3 +$985M
4
JPM icon
JPMorgan Chase
JPM
+$952M
5
WP
Worldpay, Inc.
WP
+$806M

Top Sells

1 +$2.01B
2 +$2B
3 +$1.38B
4
ESRX
Express Scripts Holding Company
ESRX
+$1.1B
5
BA icon
Boeing
BA
+$552M

Sector Composition

1 Healthcare 22.85%
2 Technology 15.62%
3 Communication Services 12.89%
4 Consumer Discretionary 11.83%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$26.9M 0.01%
724,325
+76,217
352
$26M 0.01%
+167,000
353
$25.9M 0.01%
283,600
+79,600
354
$24.7M 0.01%
250,000
-1,872,583
355
$24.5M 0.01%
480,000
-313,000
356
$24.2M 0.01%
747,140
+308
357
$24.2M 0.01%
1,300,000
-3,732,884
358
$23.7M 0.01%
1,399,541
+870,000
359
$23.6M 0.01%
1,979,657
+338
360
$22.7M 0.01%
400,000
361
$22M 0.01%
3,286,400
362
$21.5M 0.01%
170,432
363
$21.1M 0.01%
1,845,149
+638,174
364
$20.8M 0.01%
400,000
-725,000
365
$20.2M 0.01%
1,255,291
-766,500
366
$19.8M 0.01%
1,888,700
-353,877
367
$18.1M 0.01%
882,419
+90
368
$17.9M 0.01%
439,211
-6,588
369
$17.8M 0.01%
592,000
370
$17.3M 0.01%
+460,000
371
$17.2M 0.01%
1,321,722
-330,200
372
$16M 0.01%
264,500
373
$15.8M 0.01%
1,750,000
374
$15.2M 0.01%
786,900
+312,256
375
$14.4M 0.01%
2,647,000
+346,148