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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
WCNWaste Connections Inc
Recent Activity
Decreased -2.76%
0.83%
$86.091M
481,440 shares@ $178.82 avg price
IRIngersoll Rand Inc
Recent Activity
Increased 13.98%
0.81%
$84.659M
862,457 shares@ $98.16 avg price
CGXUCapital Group Intl Focus Eqt
Recent Activity
Increased 4.34%
0.81%
$84.623M
3.138M shares@ $26.98 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 19.78%
0.81%
$83.99M
237,608 shares@ $353.49 avg price
RCLRoyal Caribbean Group
Recent Activity
Decreased -3.54%
0.77%
$80.607M
454,485 shares@ $177.37 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.14%
0.76%
$79.618M
89,868 shares@ $885.95 avg price
MELIMercadolibre Inc
Recent Activity
Decreased -5.82%
0.76%
$79.011M
38,505 shares@ $2051.97 avg price
CARRCarrier Global Corporation
Recent Activity
Increased 3.89%
0.73%
$76.077M
945,172 shares@ $80.49 avg price
AMEAmetek Inc
Recent Activity
Decreased -3.48%
0.73%
$76.06M
442,958 shares@ $171.71 avg price
TRPTc Energy Corp
Recent Activity
Decreased -3.65%
0.68%
$70.883M
1.491M shares@ $47.54 avg price