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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
VTVVanguard Index Fds
Recent Activity
New Position
0.01%
$593,099
3,410 shares@ $173.93 avg price
IEIvanhoe Electric Inc
Recent Activity
New Position
0.01%
$488,142
57,700 shares@ $8.46 avg price
ICLRIcon Plc
Recent Activity
New Position
0.01%
$380,398
1,324 shares@ $287.31 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.01%
$350,175
6,610 shares@ $52.98 avg price
USFDUs Foods Hldg Corp
Recent Activity
New Position
0.01%
$267,894
4,356 shares@ $61.5 avg price
SNXTd Synnex Corporation
Recent Activity
New Position
0.01%
$205,337
1,710 shares@ $120.09 avg price