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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
ABTAbbott Labs
Recent Activity
Decreased -2.23%
1.51%
$157.604M
1.382M shares@ $114.01 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.41%
1.5%
$156.855M
743,883 shares@ $210.86 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.72%
1.47%
$153.578M
262,671 shares@ $584.68 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.97%
1.37%
$143.255M
250,254 shares@ $572.45 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -4.41%
1.36%
$142.306M
819,402 shares@ $173.67 avg price
KLACKla Corp
Recent Activity
Decreased -6.3%
1.35%
$140.706M
181,694 shares@ $774.42 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.96%
1.31%
$137.351M
737,139 shares@ $186.34 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 17.59%
1.28%
$133.414M
513,088 shares@ $260.03 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -1.34%
1.24%
$130.051M
1.071M shares@ $121.41 avg price
CGUSCapital Group Core Equity Et
Recent Activity
Increased 3.86%
1.23%
$128.828M
3.758M shares@ $34.29 avg price