Alan N. Berro
@Capital World Investors
Latest period2024 - Q3ReportedManaged Assets$645.047BTotal holdings534
Assets growth rate5.19%Assets growth rate (2-Q avg)3.34%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Capital World Investors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 534 positions.
Assets under management
The assets under management (AUM) of Capital World 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 645.047B in assets, with a quarterly growth rate of 5.19% and a 2-quarter average growth rate of 3.34%. The portfolio is managed by Alan N. Berro, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MAAMid-amer Apt Cmntys Inc
| 0.12% | $722.8M 4.549M shares@ $158.91 avg price | New Position |
AXONAxon Enterprise Inc
| 0.07% | $389.208M 973,993 shares@ $399.61 avg price | New Position |
TELTe Connectivity Plc
| 0.05% | $265.276M 1.757M shares@ $151.0 avg price | New Position |
TLNTalen Energy Corp
| 0.05% | $262.783M 1.474M shares@ $178.25 avg price | New Position |
LINELineage Inc
| 0.04% | $196.088M 2.502M shares@ $78.38 avg price | New Position |
DKNGDraftkings Inc New
| 0.03% | $189.017M 4.822M shares@ $39.21 avg price | New Position |
ABTAbbott Labs
| 0.03% | $152.436M 1.337M shares@ $114.0 avg price | New Position |
AMGNAmgen Inc
| 0.03% | $150.36M 466,652 shares@ $322.22 avg price | New Position |
LITELumentum Hldgs Inc
| 0.02% | $109.556M 1.729M shares@ $63.39 avg price | New Position |
FERGFerguson Enterprises Inc
| 0.02% | $96.623M 486,594 shares@ $198.58 avg price | New Position |