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
$317B
AUM Growth
+$8.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$900M
3 +$727M
4
WFC icon
Wells Fargo
WFC
+$704M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$609M

Top Sells

1 +$1.34B
2 +$982M
3 +$905M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$867M
5
MCK icon
McKesson
MCK
+$835M

Sector Composition

1 Healthcare 16.44%
2 Technology 15.01%
3 Financials 11.47%
4 Consumer Discretionary 10.69%
5 Communication Services 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$454M 0.14%
385,231
+21,384
152
$450M 0.14%
10,574,500
-3,041,859
153
$445M 0.14%
9,944,700
-961,600
154
$444M 0.14%
20,326,752
-1,061,248
155
$440M 0.14%
27,124,156
156
$433M 0.14%
5,704,672
+1,489
157
$432M 0.14%
7,436,828
+360
158
$422M 0.13%
51,678,381
+5,487,120
159
$419M 0.13%
2,821,559
160
$416M 0.13%
4,535,519
161
$411M 0.13%
7,786,109
+121,254
162
$391M 0.12%
3,914,299
-680,766
163
$384M 0.12%
2,061,110
+1,227,406
164
$383M 0.12%
8,654,000
165
$379M 0.12%
3,089,307
-330,698
166
$369M 0.12%
13,190,655
+752,472
167
$368M 0.12%
8,963,887
-746,122
168
$366M 0.12%
5,289,000
+2,005,000
169
$365M 0.12%
3,017,604
170
$363M 0.11%
13,291,341
+476,053
171
$357M 0.11%
8,842,528
-4,474,578
172
$353M 0.11%
5,321,082
+1,105,780
173
$353M 0.11%
4,080,004
-50,001
174
$351M 0.11%
6,585,699
+143,165
175
$346M 0.11%
5,111,519
+106,660