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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
SBUXStarbucks Corp
Recent Activity
Increased 935.42%
0.7%
$4.46B
45.75M shares@ $97.49 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -7.24%
0.69%
$4.437B
9.869M shares@ $449.63 avg price
SHOPShopify Inc
Recent Activity
Increased 8.01%
0.66%
$4.216B
52.606M shares@ $80.14 avg price
KDPKeurig Dr Pepper Inc
Recent Activity
Increased 1.29%
0.66%
$4.207B
112.237M shares@ $37.48 avg price
GEGe Aerospace
Recent Activity
Decreased -1.45%
0.66%
$4.199B
22.265M shares@ $188.57 avg price
AONAon Plc
Recent Activity
Increased 0.27%
0.65%
$4.176B
12.069M shares@ $346.0 avg price
LINLinde Plc
Recent Activity
Decreased -0.97%
0.64%
$4.096B
8.59M shares@ $476.89 avg price
EXRExtra Space Storage Inc
Recent Activity
Increased 12.98%
0.62%
$3.988B
22.132M shares@ $180.18 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 0.15%
0.62%
$3.938B
31.528M shares@ $124.92 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -0.5%
0.61%
$3.923B
17.583M shares@ $223.1 avg price