Capital Research Global Investors Portfolio holdings
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.
Top Buys
| 1 |
Boeing
BA
|
$1.54B |
| 2 |
D.R. Horton
DHI
|
$1.12B |
| 3 |
NVIDIA
NVDA
|
$967M |
| 4 |
Netflix
NFLX
|
$943M |
| 5 |
GE Aerospace
GE
|
$924M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.58B |
| 2 |
Apple
AAPL
|
$1.54B |
| 3 |
Amazon
AMZN
|
$1.47B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.43B |
| 5 |
Microsoft
MSFT
|
$1.22B |
Sector Composition
| 1 | Technology | 18.98% |
| 2 | Healthcare | 17.33% |
| 3 | Industrials | 12.85% |
| 4 | Consumer Discretionary | 11.86% |
| 5 | Financials | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Marriott International Class A Common Stock
MAR
$72.7B
| $411M | 0.12% | 2,757,833 +51,770 | +2% | +$7.71M |
|
152
Burlington
BURL
$18.3B
| $387M | 0.12% | 1,909,435 -3,528,741 | -65% | -$716M |
|
153
First Solar
FSLR
$20.9B
| $387M | 0.12% | +2,583,144 | New | +$387M |
|
154
LPL Financial
LPLA
$29.2B
| $382M | 0.12% | 1,767,756 -996,795 | -36% | -$215M |
|
155
Citigroup
C
$178B
| $379M | 0.11% | 8,386,177 +298,086 | +4% | +$13.5M |
|
156
Monster Beverage
MNST
$60.9B
| $364M | 0.11% | 3,589,244 +891,557 | +33% | +$90.5M |
|
157
Zscaler
ZS
$43.1B
| $363M | 0.11% | 3,243,437 -322,092 | -9% | -$36M |
|
158
Kraft Heinz
KHC
$33.1B
| $357M | 0.11% | 8,780,607 | – | – |
|
159
Stifel
SF
$11.8B
| $355M | 0.11% | 6,087,636 +1,246 | +0% | +$72.7K |
|
160
Marsh & McLennan
MMC
$101B
| $354M | 0.11% | 2,138,760 +1,284 | +0.1% | +$212K |
|
161
Yeti Holdings
YETI
$2.86B
| $353M | 0.11% | 8,539,000 +696,917 | +9% | +$28.8M |
|
|
OSH
162
DELISTED
Oak Street Health, Inc.
OSH
| $351M | 0.11% | 16,322,947 -1,455,922 | -8% | -$31.3M |
|
163
Nu Holdings
NU
$71.5B
| $349M | 0.11% | 85,628,671 +6,948,186 | +9% | +$28.3M |
|
|
FRC
164
DELISTED
First Republic Bank
FRC
| $346M | 0.1% | 2,836,196 -887,104 | -24% | -$108M |
|
165
Five Below
FIVE
$8B
| $339M | 0.1% | 1,919,173 +202,562 | +12% | +$35.8M |
|
166
Ferrari
RACE
$85B
| $339M | 0.1% | 1,585,259 -514,799 | -25% | -$110M |
|
167
Atlassian
TEAM
$46.6B
| $339M | 0.1% | 2,635,564 -785,225 | -23% | -$101M |
|
168
Churchill Downs
CHDN
$7.27B
| $337M | 0.1% | +1,591,807 | New | +$337M |
|
169
Constellation Brands
STZ
$28.5B
| $333M | 0.1% | +1,435,136 | New | +$333M |
|
170
United Parcel Service
UPS
$74.1B
| $321M | 0.1% | 1,848,744 -152,423 | -8% | -$26.5M |
|
171
Chubb
CB
$110B
| $315M | 0.1% | 1,428,257 +1,055 | +0.1% | +$233K |
|
172
Sherwin-Williams
SHW
$91.2B
| $312M | 0.09% | 1,313,119 +253,737 | +24% | +$60.2M |
|
173
Boston Properties
BXP
$11.5B
| $307M | 0.09% | +4,538,516 | New | +$307M |
|
174
ZTO Express
ZTO
$14.6B
| $303M | 0.09% | 11,265,062 +718,894 | +7% | +$19.3M |
|
175
Intuit
INTU
$186B
| $299M | 0.09% | 769,121 -208,018 | -21% | -$81M |
|