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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
SAIASaia Inc
Recent Activity
Increased 146.62%
0.31%
$32.055M
73,309 shares@ $437.26 avg price
CNICanadian Natl Ry Co
Recent Activity
Increased 21.49%
0.31%
$31.776M
271,330 shares@ $117.12 avg price
TFCTruist Finl Corp
Recent Activity
Increased 209.49%
0.3%
$30.722M
718,298 shares@ $42.77 avg price
CGGECapital Group Global Equity
Recent Activity
Increased 6273.67%
0.28%
$28.782M
1.084M shares@ $26.57 avg price
DBDeutsche Bank A G
Recent Activity
Increased 177.76%
0.23%
$23.807M
1.38M shares@ $17.26 avg price
WELLWelltower Inc
Recent Activity
Increased 132.82%
0.21%
$21.981M
171,687 shares@ $128.04 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 9.94%
0.18%
$18.606M
677,581 shares@ $27.47 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 6.83%
0.18%
$18.373M
89,034 shares@ $206.36 avg price
CGCVCapital Group Conservative E
Recent Activity
Increased 1310.85%
0.17%
$17.72M
650,145 shares@ $27.26 avg price
IAUIshares Gold Tr
Recent Activity
Increased 5.62%
0.16%
$16.091M
323,765 shares@ $49.71 avg price