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
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWBC icon
376
East-West Bancorp
EWBC
$16B
$32.9M 0.01%
292,571
+2,308
RHI icon
377
Robert Half
RHI
$2.5B
$32.8M 0.01%
1,208,310
-4,763,388
IBM icon
378
IBM
IBM
$226B
$32.8M 0.01%
110,704
+769
KDP icon
379
Keurig Dr Pepper
KDP
$41.2B
$32.6M 0.01%
1,164,623
MGRC icon
380
McGrath RentCorp
MGRC
$2.83B
$32M 0.01%
305,094
-356
ADI icon
381
Analog Devices
ADI
$173B
$31.7M 0.01%
116,831
+5
SVV icon
382
Savers
SVV
$1.48B
$31.1M 0.01%
3,330,459
+1,403,909
ADSK icon
383
Autodesk
ADSK
$49.5B
$30.7M 0.01%
103,854
+840
CBT icon
384
Cabot Corp
CBT
$3.96B
$30.7M 0.01%
462,691
RY icon
385
Royal Bank of Canada
RY
$238B
$30.3M 0.01%
177,506
WHD icon
386
Cactus
WHD
$3.55B
$30.1M 0.01%
659,779
+164,137
CIFR icon
387
Cipher Digital Inc. Common Stock
CIFR
$6.68B
$29.5M 0.01%
+1,995,945
CVLT icon
388
Commault Systems
CVLT
$3.9B
$29.3M 0.01%
+233,956
FDX icon
389
FedEx
FDX
$91.2B
$29.3M 0.01%
101,489
-77,588
BOOT icon
390
Boot Barn
BOOT
$6B
$27.9M 0.01%
158,150
-341,962
KVUE icon
391
Kenvue
KVUE
$36.4B
$27.5M 0.01%
1,592,321
+14,100
FISV
392
Fiserv Inc
FISV
$33.3B
$25.1M ﹤0.01%
374,110
+2,054
DOMO icon
393
Domo
DOMO
$168M
$25.1M ﹤0.01%
2,975,558
+225,558
ESNT icon
394
Essent Group
ESNT
$5.85B
$23.6M ﹤0.01%
363,372
-863,827
BYRN icon
395
Byrna Technologies
BYRN
$304M
$23.6M ﹤0.01%
1,405,931
-501,070
MCHP icon
396
Microchip Technology
MCHP
$40.6B
$23.3M ﹤0.01%
365,704
-1,522,150
NSIT icon
397
Insight Enterprises
NSIT
$2.62B
$22.8M ﹤0.01%
280,152
-419,398
ALC icon
398
Alcon
ALC
$42.3B
$22.1M ﹤0.01%
278,268
-1,737,317
ELVN icon
399
Enliven Therapeutics
ELVN
$1.76B
$20.1M ﹤0.01%
1,304,346
-11,119
SPY icon
400
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$17.8M ﹤0.01%
25,957
+21,807