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CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. 13F portfolio summary

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. of CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. has 239 current stock holdings with a reported portfolio value of $5.93B. The portfolio 1 year return is +18.28%. Top holdings include CGCB (0.00%), GSG (0.00%), BLV (0.00%), BSV (0.00%), QQQ (0.00%).

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CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Latest filing: 2026-03-31

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. runs CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. and currently holds 239 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $5.93B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. ranks #857 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.'s portfolio at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. has delivered returns of +18.28%. Their 3-year annualized return is +57.27%. Looking at the 5-year horizon, CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. has achieved +50.24% annualized returns at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.28%
#736/1000
3 Year
+57.27%
#716/1000
5 Year
+50.24%
#824/1000

Portfolio Value

$5.93B

Alpha Score

40.5

#857 of 1000

Holdings

239

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change