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
VCEL icon
451
Vericel Corp
VCEL
$1.69B
-853,668
UUUU icon
452
Energy Fuels
UUUU
$4.87B
-1,485,310
TREX icon
453
Trex
TREX
$4.01B
-705,297
REVG
454
DELISTED
REV Group
REVG
-1,294,033
PFGC icon
455
Performance Food Group
PFGC
$15.2B
-5,144
NXE icon
456
NexGen Energy
NXE
$7.92B
-2,157,119
NVT icon
457
nVent Electric
NVT
$28.1B
-3,847,016
NCNO icon
458
nCino
NCNO
$1.59B
-2,229,082
MKSI icon
459
MKS Inc
MKSI
$21.2B
-387,153
LNW
460
DELISTED
Light & Wonder
LNW
-1,986,835
ICLR icon
461
Icon
ICLR
$8.96B
-164,563
BRBR icon
462
BellRing Brands
BRBR
$1.06B
-4,740,349
ASPI icon
463
ASP Isotopes
ASPI
$767M
-2,043,567
AL
464
DELISTED
Air Lease Corp
AL
-1,625,000