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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
CRMSalesforce Inc
Recent Activity
Increased 0.99%
0.51%
$3.268B
11.939M shares@ $273.72 avg price
CBChubb Limited
Recent Activity
Increased 0.23%
0.51%
$3.25B
11.268M shares@ $288.4 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.85%
0.5%
$3.218B
6.5M shares@ $495.12 avg price
TGTTarget Corp
Recent Activity
Increased 0.22%
0.5%
$3.214B
20.624M shares@ $155.86 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
TCOMTrip Com Group Ltd
Recent Activity
Increased 4%
0.48%
$3.084B
51.891M shares@ $59.44 avg price
QSRRestaurant Brands Intl Inc
Recent Activity
Increased 0.12%
0.48%
$3.071B
42.577M shares@ $72.13 avg price
ABBVAbbvie Inc
Recent Activity
Increased 50.25%
0.48%
$3.051B
15.451M shares@ $197.47 avg price
BNBrookfield Corp
Recent Activity
Increased 2.27%
0.48%
$3.042B
57.238M shares@ $53.15 avg price