CGPCS

Capital Group Private Client Services Portfolio holdings

AUM $11.5B
1-Year Est. Return 28.29%
This Quarter Est. Return
1 Year Est. Return
+28.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.62B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$274M
3 +$269M
4
AVGO icon
Broadcom
AVGO
+$233M
5
AAPL icon
Apple
AAPL
+$220M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.02%
2 Financials 19.33%
3 Healthcare 13.73%
4 Communication Services 11.04%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$289K ﹤0.01%
+1,055
202
$280K ﹤0.01%
+5,565
203
$258K ﹤0.01%
+4,236
204
$241K ﹤0.01%
+3,601
205
$238K ﹤0.01%
+3,994
206
$219K ﹤0.01%
+2,174
207
$214K ﹤0.01%
+1,868