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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp
| 6.84% | $32.886B 76.425M shares@ $430.3 avg price | Decreased -1.31% |
METAMeta Platforms Inc
| 4.45% | $21.396B 37.377M shares@ $572.44 avg price | Decreased -4.08% |
AMZNAmazon Com Inc
| 3.59% | $17.258B 92.619M shares@ $186.34 avg price | Decreased -0.14% |
AAPLApple Inc
| 3.46% | $16.643B 71.429M shares@ $233.0 avg price | Increased 3.38% |
AVGOBroadcom Inc
| 3.32% | $15.953B 92.481M shares@ $172.51 avg price | Increased 739.05% |
UNHUnitedhealth Group Inc
| 2.19% | $10.514B 17.982M shares@ $584.68 avg price | Increased 2.36% |
GOOGLAlphabet Inc
| 2.14% | $10.282B 61.995M shares@ $165.85 avg price | Increased 1.11% |
GEGe Aerospace
| 2.07% | $9.924B 52.624M shares@ $188.58 avg price | Decreased -17.38% |
RTXRtx Corporation
| 2.01% | $9.632B 79.499M shares@ $121.16 avg price | Decreased -13.11% |
LLYEli Lilly & Co
| 1.71% | $8.207B 9.264M shares@ $885.94 avg price | Increased 1.59% |