CAPITAL RESEARCH GLOBAL INVESTORS

LOS ANGELES, CA How do I update this listing?

Capital Research Global Investors is based out of Los Angeles. Their last reported 13F filing for Q1 2020 included $254,904,235,000 in managed 13F securities and a top 10 holdings concentration of 34.88%. Capital Research Global Investors's largest holding is Microsoft Corp. with shares held of 93,247,848. Capital Research Global Investors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 54 13F filings, and 2227 13G filings

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03/31/2020

13F Activity

  • Market Value $254.904 Billion
  • Prior Market Value $333.481 Billion
  • New Purchases39 stocks
  • Additional Purchases148 stocks
  • Sold out of47 stocks
  • Reduced holdings in175 stocks
  • Top 10 Holdings % 34.88 %
  • Turnover % [1]:21.66%
  • Turnover Alt % [2]: 21.14 %
  • Time Held Top20:10.90 quarters
  • Time Held Top10:10.70 quarters
  • Time Held All:16.72 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 32.42%
Performance Last 4 Quarters: 6.06%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Managers

Subsidiaries/Managers included in latest 13F
Name
CAPITAL GROUP COMPANIES INC
CAPITAL RESEARCH MANAGEMENT CO

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