Capital Group Private Client Services, Inc.
Q4 2022 13F-HR Holdings
Net value change ($000)
+790,086
(11.1%)
New positions
18
Sold out positions
16
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 2022
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| ACWI | 201,457 | 1130.6% |
| AVGO | 49,983 | 24.3% |
| CVX | 35,339 | 24.8% |
| CGGR | 34,599 | 26.7% |
| CGGO | 33,294 | 45.9% |
| V | 33,269 | 16.0% |
| VOO | 32,800 | 515.5% |
| MA | 32,717 | 175.4% |
| JPM | 31,454 | 27.2% |
| AXON | 25,524 | 1124.9% |
Top Reduces (Value $000, Stocks/ETFs)
| AMZN | -77,806 | -55.3% |
| COST | -43,486 | -72.3% |
| META | -42,809 | -80.7% |
| SVB FINANCIAL GROUP | -20,552 | -100.0% |
| CABO | -18,049 | -98.6% |
| GOOGL | -12,510 | -8.6% |
| FIS | -12,050 | -51.1% |
| EW | -11,389 | -21.3% |
| Biohaven Pharmaceutical Holding Co Ltd. | -10,366 | -100.0% |
| GOOGL | -9,563 | -8.3% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|