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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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
+30.61%
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 31.32%
2 Healthcare 13.6%
3 Consumer Discretionary 12.18%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFGC icon
451
Performance Food Group
PFGC
$17.3B
-5,144
REVG
452
DELISTED
REV Group
REVG
-1,294,033
TREX icon
453
Trex
TREX
$5.06B
-705,297
UUUU icon
454
Energy Fuels
UUUU
$3.55B
-1,485,310
CFLT
455
DELISTED
Confluent
CFLT
-1,475,965
CMG icon
456
Chipotle Mexican Grill
CMG
$42B
-9,647,801
CPNG icon
457
Coupang
CPNG
$31.6B
-205,724
DNN icon
458
Denison Mines
DNN
$2.75B
-8,024,816
DXCM icon
459
DexCom
DXCM
$26.9B
-2,367,676
ESTC icon
460
Elastic
ESTC
$6B
-833,950
FCN icon
461
FTI Consulting
FCN
$4.49B
-147,614
FND icon
462
Floor & Decor
FND
$6.32B
-850,023
GENI icon
463
Genius Sports
GENI
$1.68B
-7,869,105
GSK icon
464
GSK
GSK
$105B
-1,794,427