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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
CARRCarrier Global Corporation
Recent Activity
Decreased -2.21%
0.6%
$3.824B
47.51M shares@ $80.5 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -3.11%
0.57%
$3.629B
7.165M shares@ $506.41 avg price
HALHalliburton Co
Recent Activity
Decreased -4.89%
0.52%
$3.318B
114.236M shares@ $29.05 avg price
MOAltria Group Inc
Recent Activity
Decreased -3.7%
0.51%
$3.287B
64.397M shares@ $51.05 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.85%
0.5%
$3.218B
6.5M shares@ $495.12 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -11.7%
0.5%
$3.198B
15.824M shares@ $202.07 avg price
SLBSchlumberger Ltd
Recent Activity
Decreased -28.16%
0.49%
$3.132B
74.672M shares@ $41.96 avg price
CVSCvs Health Corp
Recent Activity
Decreased -13.92%
0.48%
$3.032B
48.221M shares@ $62.88 avg price
CMECme Group Inc
Recent Activity
Decreased -1.84%
0.42%
$2.677B
12.131M shares@ $220.65 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -0.81%
0.42%
$2.663B
11.196M shares@ $237.86 avg price