CG
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Capital Group Private Client Services, Inc.13F | |
| Capital Group Private Client Services, Inc. | |
| Last update 2025-05-12 | 275 Stocks (14 new) |
| Value $10.24 Bil | Turnover 10 % |
Capital Group Private Client S... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR | Capital Group Growth ETF | 21,827,172 | 747,580.7 | +8.62% | 7.300 | +0.58% | 7.270 | +24.07% | +9.85% | 13,390.6 | ||
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 17,691,068 | 501,188.0 | +10.51% | 4.890 | +0.47% | 9.600 | +17.65% | +10.80% | 6,235.8 | ||
MSFT | Microsoft Corp | 994,633 | 373,375.3 | +2.59% | 3.640 | +0.09% | 0.010 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AVGO | Broadcom Inc | 2,221,027 | 371,866.5 | -9.37% | 3.630 | -0.49% | 0.050 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
GOOG | Alphabet Inc | 2,058,884 | 321,659.4 | +0.91% | 3.140 | +0.03% | 0.020 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
CGDV | Capital Group Dividend Value ETF | 8,222,276 | 293,042.0 | +11.64% | 2.860 | +0.30% | 1.930 | +17.15% | +14.67% | 18,759.3 | ||
AAPL | Apple Inc | 1,256,165 | 279,032.0 | +6.60% | 2.720 | +0.17% | 0.010 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 1,066,580 | 202,927.5 | +17.74% | 1.980 | +0.30% | 0.010 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 1,284,182 | 198,586.0 | -1.20% | 1.940 | -0.03% | 0.010 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
MMC | Marsh & McLennan Companies Inc | 767,655 | 187,330.8 | -3.24% | 1.830 | -0.05% | 0.160 | -11.95% | +1.98% | 105,975.9 | Insurance |
Capital Group Private Client Services, Inc.'s Historical Top Holdings Breakdowns
Capital Group Private Client Services, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Reduce Reduce | -1.67% | 115.16 ($119.81) 124.13 | $129.79 | 8.33% | Reduce -96.22% | 60,836 | -1,547,692 | |
GE | GE Aerospace | 2025-03-31 | Add Add | +0.82% | 168.59 ($196.75) 212.13 | $246.88 | 25.48% | Add 83.69% | 918,345 | 418,409 | |
CGGR | Capital Group Growth ETF | 2025-03-31 | Add Add | +0.58% | 33.98 ($37.42) 39.84 | $40.83 | 9.11% | Add 8.62% | 21,827,172 | 1,731,520 | |
MDLZ | Mondelez International Inc | 2025-03-31 | Add Add | +0.57% | 56.12 ($61.63) 68.15 | $68.99 | 11.94% | Add 539.84% | 1,026,488 | 866,060 | |
HLT | Hilton Worldwide Holdings Inc | 2025-03-31 | Reduce Reduce | -0.54% | 221.78 ($249.12) 273.45 | $273.42 | 9.75% | Reduce -45.04% | 291,182 | -238,658 | |
PAYX | Paychex Inc | 2025-03-31 | Add Add | +0.50% | 136.06 ($147.07) 154.52 | $147.13 | 0.04% | Add 900.89% | 364,856 | 328,403 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.49% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Reduce -9.37% | 2,221,027 | -229,492 | |
AXON | Axon Enterprise Inc | 2025-03-31 | Reduce Reduce | -0.48% | 496.65 ($585.29) 710.01 | $795.48 | 35.91% | Reduce -70.86% | 36,239 | -88,132 | |
UAL | United Airlines Holdings Inc | 2025-03-31 | Reduce Reduce | -0.48% | 69.05 ($94.43) 110.52 | $82.36 | -12.78% | Reduce -99.43% | 3,066 | -532,225 | |
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 2025-03-31 | Add Add | +0.47% | 28.33 ($29.71) 30.84 | $32.07 | 7.94% | Add 10.51% | 17,691,068 | 1,683,178 |
Capital Group Private Client Services, Inc. Total Holding History ($B)
Capital Group Private Client Services, Inc.'s Asset Allocation
Capital Group Private Client Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Capital Group Private Client Services, Inc.'s Hypothetical Growth since 2025-03-31
Capital Group Private Client Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Capital Group Private Client Services, Inc.'s Holdings Heat Map
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Capital Group Private Client Services, Inc.'s Holdings Bubble Chart
Capital Group Private Client Services, Inc. News
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