This article first appeared on GuruFocus.

Capital Group Core Equity ETF (CGUS) recorded net buying of $59.1 million on Thursday, Nov. 5, with gross ETF activity of $176.0 million across its portfolio. The fund increased 57 positions and decreased 5, against assets under management of $11.85 billion.

What did CGUS buy on Thursday?

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Its largest buys by dollar value were GLW ($48.0 million), SBUX ($15.0 million) and AMAT ($6.2 million).

Stock

Shares changed

Value

Position

CORNING INC COMMON STOCK USD.5 (GLW)

+463,722

$48.0M

0.92% of fund

STARBUCKS CORP COMMON STOCK USD.001 (SBUX)

+140,858

$15.0M

2.15% of fund

APPLIED MATERIALS INC COMMON STOCK USD.01 (AMAT)

+19,343

$6.2M

1.30% of fund

NETFLIX INC COMMON STOCK USD.001 (NFLX)

+90,742

$5.9M

1.29% of fund

UBER TECHNOLOGIES INC COMMON STOCK USD.00001 (UBER)

+73,740

$5.1M

1.54% of fund

What did CGUS sell on Thursday?

Its largest sells by dollar value were AAPL ($46.1 million), GFL ($6.1 million) and TSM ($3.4 million).

Stock

Shares changed

Value

Position

APPLE INC COMMON STOCK USD.00001 (AAPL)

-133,931

-$46.1M

2.10% of fund

GFL ENVIRONMENTAL INC SUB VT COMMON STOCK (GFL)

-131,276

-$6.1M

1.06% of fund

TAIWAN SEMICONDUCTOR SP ADR ADR (TSM)

-9,617

-$3.4M

2.20% of fund

AUTOMATIC DATA PROCESSING COMMON STOCK USD.1 (ADP)

-4,880

-$1.5M

1.39% of fund

CISCO SYSTEMS INC COMMON STOCK USD.001 (CSCO)

-14,783

-$1.4M

1.66% of fund

Corning led the buys at $48.0 million, lifting its weight to 0.92%, followed by Starbucks at $15.0 million, Applied Materials at $6.2 million, Netflix at $5.9 million and Uber at $5.1 million. On the sell side, Apple topped the list at $46.1 million, with GFL Environmental at $6.1 million, Taiwan Semiconductor at $3.4 million, Automatic Data Processing at $1.5 million and Cisco at $1.4 million. No positions were newly opened or fully exited.

How does CGUS invest?

Capital Group Core Equity ETF (CGUS) is an Equity US fund in the Equity asset class holding 67 stocks, with 41.5% of assets in its 10 largest holdings. Technology accounts for 38.7% of classified holdings, Consumer Cyclical 11.2% and Financial Services 9.8%, and the portfolio is 100.0% large-cap. It has an expense ratio of 0.33%, and its top holdings are Microsoft at 7.54%, NVIDIA at 6.7%, Amazon at 5.58%, Broadcom at 4.58% and Meta Platforms at 3.95%. The fund has a GF Score of 90, a P/E of 24.84, a P/B of 5.64, a dividend yield of 0.84% and a year-to-date return of 7.61%.

Capital Group Core Equity ETF (CGUS) at a glance

Measure

Value

Category

Equity US

Asset class

Equity

Holdings

67

Top 10 holdings

41.5% of assets

Largest sectors

Technology 38.7%, Consumer Cyclical 11.2%, Financial Services 9.8%

Expense ratio

0.33%

Market-cap mix

Large 100.0%, mid 0.0%, small 0.0%

GF Score

90/100

P/E

24.84

P/B

5.64

Dividend yield

0.84%

Year-to-date return

+7.61%

Top holdings

MSFT (7.54%), NVDA (6.70%), AMZN (5.58%), AVGO (4.58%), META (3.95%)

Holdings, performance and fees for CGUS are on its fund summary page; the ETF Screener lines it up against its peers. Its biggest buy this time, GLW, has its own GF Value page and stock summary.

What should investors watch next for CGUS?

Watch whether Corning's increased stake holds near its 0.92% weight and whether Apple's trim continues in the next holdings update.

Based on holdings changes reported by Capital Group Core Equity ETF (CGUS) for Nov. 5, 2026, US-listed stocks only.

Track the latest ETF buying and selling trends and search funds in the GuruFocus ETF Screener.

What else did ETFs trade on Thursday?

Sector Trends: Real Estate Bought, Financial Services Sold on Nov. 5

ETFs Bought $47.6 Million of Corning (NYSE:GLW) on Nov. 5

Applied Materials (NASDAQ:AMAT) Sees $18.9 Million in Net ETF Buying on Thursday

ETFs Are Net Sellers of Apple (NASDAQ:AAPL) on Nov. 5

ETFs Are Net Sellers of Cisco Systems (NASDAQ:CSCO) on Nov. 5