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Naseem Z. Nixon

@Capital Group Private Client Services, Inc.

Latest period2024 - Q3ReportedManaged Assets$10.497BTotal holdings265
Assets growth rate5.03%Assets growth rate (2-Q avg)3.5%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Group Private Client Services, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Capital Group Private Client Services, Inc. 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 10.497B in assets, with a quarterly growth rate of 5.03% and a 2-quarter average growth rate of 3.5%. The portfolio is managed by Naseem Z. Nixon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GLOBGlobant S A
Recent Activity
New Position
0.17%
$16.883M
85,209 shares@ $198.14 avg price
SPTSSpdr Ser Tr
Recent Activity
New Position
0.16%
$16.276M
553,415 shares@ $29.41 avg price
COFCapital One Finl Corp
Recent Activity
New Position
0.12%
$12.108M
80,863 shares@ $149.74 avg price
NCLHNorwegian Cruise Line Hldg L
Recent Activity
New Position
0.12%
$11.918M
581,087 shares@ $20.51 avg price
EQTEqt Corp
Recent Activity
New Position
0.09%
$9.094M
248,201 shares@ $36.65 avg price
SRPTSarepta Therapeutics Inc
Recent Activity
New Position
0.08%
$7.604M
60,883 shares@ $124.9 avg price
SPTMSpdr Ser Tr
Recent Activity
New Position
0.06%
$5.95M
84,925 shares@ $70.07 avg price
KOCoca Cola Co
Recent Activity
New Position
0.05%
$4.618M
64,264 shares@ $71.86 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.03%
$2.741M
16,255 shares@ $168.6 avg price
CGUICapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$1.018M
40,412 shares@ $25.2 avg price