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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
ACNAccenture Plc Ireland
Recent Activity
Increased 19.78%
0.81%
$83.99M
237,608 shares@ $353.49 avg price
CARRCarrier Global Corporation
Recent Activity
Increased 3.89%
0.73%
$76.077M
945,172 shares@ $80.49 avg price
GEVGe Vernova Inc
Recent Activity
Increased 580.74%
0.66%
$69.18M
271,314 shares@ $254.98 avg price
CGSDCapital Grp Fixed Incm Etf T
Recent Activity
Increased 1.03%
0.54%
$56.355M
2.175M shares@ $25.91 avg price
CGDGCapital Group Dividend Growe
Recent Activity
Increased 7.74%
0.51%
$52.962M
1.724M shares@ $30.72 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.7%
0.44%
$45.523M
86,271 shares@ $527.67 avg price
TEAMAtlassian Corporation
Recent Activity
Increased 232.35%
0.4%
$41.519M
261,436 shares@ $158.81 avg price
RYAAYRyanair Holdings Plc
Recent Activity
Increased 145.33%
0.34%
$35.657M
789,226 shares@ $45.19 avg price
ASMLAsml Holding N V
Recent Activity
Increased 0.41%
0.34%
$34.849M
41,823 shares@ $833.26 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 11.25%
0.34%
$34.733M
695,776 shares@ $49.93 avg price