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Martin Romo

@Capital Research Global Investors

Latest period2024 - Q3ReportedManaged Assets$481.143BTotal holdings415
Assets growth rate5.58%Assets growth rate (2-Q avg)4.35%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Research Global Investors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 415 positions.

Assets under management

The assets under management (AUM) of Capital Research Global Investors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 481.143B in assets, with a quarterly growth rate of 5.58% and a 2-quarter average growth rate of 4.35%. The portfolio is managed by Martin Romo, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 3.38%
3.46%
$16.643B
71.429M shares@ $233.0 avg price
AVGOBroadcom Inc
Recent Activity
Increased 739.05%
3.32%
$15.953B
92.481M shares@ $172.51 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.36%
2.19%
$10.514B
17.982M shares@ $584.68 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.11%
2.14%
$10.282B
61.995M shares@ $165.85 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.59%
1.71%
$8.207B
9.264M shares@ $885.94 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 10.89%
1.55%
$7.458B
36.102M shares@ $206.58 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.79%
1.39%
$6.665B
24.35M shares@ $273.72 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.07%
1.37%
$6.557B
33.206M shares@ $197.48 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Increased 7.53%
1.14%
$5.464B
58.224M shares@ $93.85 avg price
RCLRoyal Caribbean Group
Recent Activity
Increased 0.8%
1.13%
$5.412B
30.512M shares@ $177.37 avg price