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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
LINLinde Plc
Recent Activity
Decreased -2.6%
1.22%
$127.81M
268,025 shares@ $476.86 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Decreased -3.75%
1.21%
$125.968M
546,501 shares@ $230.51 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Increased 10.65%
1.12%
$116.577M
110,895 shares@ $1051.25 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -2.98%
1.05%
$110.107M
208,507 shares@ $528.08 avg price
DHRDanaher Corporation
Recent Activity
Decreased -2.38%
1%
$104.424M
375,598 shares@ $278.03 avg price
GEGe Aerospace
Recent Activity
Decreased -2.75%
0.92%
$96.03M
509,229 shares@ $188.59 avg price
NOWServicenow Inc
Recent Activity
Decreased -8.54%
0.91%
$94.785M
105,977 shares@ $894.39 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -4.27%
0.9%
$94.012M
476,057 shares@ $197.48 avg price
FDXFedex Corp
Recent Activity
Decreased -2.27%
0.87%
$90.782M
331,709 shares@ $273.68 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -2.78%
0.87%
$90.751M
63,590 shares@ $1427.13 avg price