Naseem Z. Nixon

@Capital Group Private Client Services, Inc.

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$10.497B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CGGRCapital Group Growth Etf Recent Activity Increased 13.3%	6.43%	$674.255M 19.381M shares@ $34.8 avg price	Increased 13.3%
CGGOCapital Group Gbl Growth Eqt Recent Activity Increased 9.58%	4.33%	$454.011M 15.058M shares@ $30.16 avg price	Increased 9.58%
AVGOBroadcom Inc Recent Activity Increased 773.47%	4.14%	$434.033M 2.516M shares@ $172.5 avg price	Increased 773.47%
CGDVCapital Group Dividend Value Recent Activity Increased 4.03%	2.38%	$248.783M 6.827M shares@ $36.45 avg price	Increased 4.03%
UNHUnitedhealth Group Inc Recent Activity Increased 6.72%	1.47%	$153.578M 262,671 shares@ $584.68 avg price	Increased 6.72%
CEGConstellation Energy Corp Recent Activity Increased 17.59%	1.28%	$133.414M 513,088 shares@ $260.03 avg price	Increased 17.59%
CGUSCapital Group Core Equity Et Recent Activity Increased 3.86%	1.23%	$128.828M 3.758M shares@ $34.29 avg price	Increased 3.86%
REGNRegeneron Pharmaceuticals Recent Activity Increased 10.65%	1.12%	$116.577M 110,895 shares@ $1051.25 avg price	Increased 10.65%
IRIngersoll Rand Inc Recent Activity Increased 13.98%	0.81%	$84.659M 862,457 shares@ $98.16 avg price	Increased 13.98%
CGXUCapital Group Intl Focus Eqt Recent Activity Increased 4.34%	0.81%	$84.623M 3.138M shares@ $26.98 avg price	Increased 4.34%