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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
BLKBlackrock Inc
Recent Activity
Increased 24.41%
0.59%
$3.801B
4.004M shares@ $949.49 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 0.87%
0.57%
$3.642B
7.414M shares@ $491.24 avg price
FIFiserv Inc
Recent Activity
Increased 1.5%
0.57%
$3.632B
20.217M shares@ $179.65 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -3.11%
0.57%
$3.629B
7.165M shares@ $506.41 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.45%
0.55%
$3.521B
3.972M shares@ $886.52 avg price
FEFirstenergy Corp
Recent Activity
Increased 0.04%
0.54%
$3.462B
78.065M shares@ $44.35 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
FLUTFlutter Entmt Plc
Recent Activity
Increased 1.44%
0.51%
$3.272B
13.791M shares@ $237.29 avg price