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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HDHome Depot Inc
Recent Activity
Decreased -5.18%
1.5%
$9.644B
23.801M shares@ $405.18 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Decreased -4.02%
1.44%
$9.261B
278.897M shares@ $33.21 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 22.17%
1.39%
$8.949B
48.028M shares@ $186.34 avg price
NFLXNetflix Inc
Recent Activity
Decreased -1.2%
1.3%
$8.343B
11.763M shares@ $709.27 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -6.42%
1.13%
$7.246B
34.365M shares@ $210.86 avg price
CATCaterpillar Inc
Recent Activity
Decreased -9.35%
1.07%
$6.839B
17.486M shares@ $391.12 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -17.61%
1.04%
$6.671B
39.899M shares@ $167.19 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.02%
1.03%
$6.64B
40.039M shares@ $165.85 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 0.4%
1%
$6.418B
76.549M shares@ $83.84 avg price
VVisa Inc
Recent Activity
Increased 1.78%
0.99%
$6.334B
23.037M shares@ $274.96 avg price