Capital Group Private Client Services, Inc. Portfolio Holdings

Capital Group Private Client Services, Inc.

  • $9.94 Billion
  • Q3 2024

Capital Group Private Client Services, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.94 Billion distributed in 265 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $674M, Capital Group Global Growth Eq with a value of $454M, Broadcom Inc. with a value of $434M, Microsoft Corp with a value of $423M, and Alphabet Inc. with a value of $334M.

Examining the 13F form we can see an increase of $342M in the current position value, from $9.6B to 9.94B.

Capital Group Private Client Services, Inc. is based out at Los Angeles, CA

Below you can find more details about Capital Group Private Client Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $9.94 Billion
Technology: $1.95 Billion
ETFs: $1.69 Billion
Industrials: $1.27 Billion
Financial Services: $1.18 Billion
Healthcare: $977 Million
Communication Services: $914 Million
Consumer Cyclical: $745 Million
Utilities: $394 Million
Other: $699 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.99B
$35.6 Million 0.36% of portfolio
789,226
Q3 2024 Added 145.33%
$7.05B
$33.4 Million 0.34% of portfolio
254,351
Q3 2024 Reduced 3.56%
$8.87B
$29.8 Million 0.3% of portfolio
1,483,070
Q3 2024 Reduced 2.17%
$5.24B
$26.2 Million 0.26% of portfolio
194,023
Q3 2024 Reduced 2.21%
$7.54B
$24.1 Million 0.24% of portfolio
359,834
Q3 2024 Reduced 0.55%
$9.01B
$16.9 Million 0.17% of portfolio
85,209
Q3 2024 New
$7.83B
$10.2 Million 0.1% of portfolio
202,574
Q3 2024 Reduced 0.77%
$9.71B
$7.6 Million 0.08% of portfolio
60,883
Q3 2024 New
$3.02B
$5.02 Million 0.05% of portfolio
144,031
Q3 2024 Reduced 0.59%
$9.55B
$3.51 Million 0.04% of portfolio
4,302
Q3 2024 Reduced 2.85%
$4.43B
$2.74 Million 0.03% of portfolio
16,255
Q3 2024 New
$7.84B
$2.1 Million 0.02% of portfolio
10,000
Q3 2021 New
$7.13B
$2.01 Million 0.02% of portfolio
11,536
Q3 2024 Reduced 1.0%
$7.9B
$1.31 Million 0.01% of portfolio
9,642
Q3 2024 Reduced 2.24%

Summary

  • Portfolio
  • No. of Stocks 265
  • Current Value $9.94 Billion
  • Prior Value $9.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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