CAPITAL INTERNATIONAL SARL Diversified Active

CIK: 0001065349 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 15, 2017

Total Value ($000): $1,160,262 (96.7% shares, 3.3% debt)

Holdings (141)

AMERICA MOVIL SAB DE CV L ADR 4.8%
Value ($000) $55,442 Shares 3,912,600 Est. Cost $18.89 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR 3.8%
Value ($000) $43,619 Shares 404,515 Est. Cost $89.13 Unrealized
PBR PETROLEO BRASILEIRO ON ADR (PETROBRAS) 3.7%
Value ($000) $42,913 Shares 4,428,557 Est. Cost $10.01 Unrealized
MELI MERCADOLIBRE INC 3.3%
Value ($000) $38,043 Shares 179,900 Est. Cost $124.26 Unrealized +57.2%
VALE SA PNA ADR 2.9%
Value ($000) $33,936 Shares 3,779,027 Est. Cost $4.18 Unrealized
NBIS YANDEX NV A 2.7%
Value ($000) $30,899 Shares 1,408,991 Est. Cost $20.34 Unrealized
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 2.5%
Value ($000) $29,065 Shares 22,586,000 Est. Cost $1.16 Unrealized
AES AES CORP (THE) 2.4%
Value ($000) $27,590 Shares 2,467,800 Est. Cost $9.55 Unrealized -13.7%
INCY INCYTE CORP 2.3%
Value ($000) $27,112 Shares 202,831 Est. Cost $68.31 Unrealized +86.4%
MSFT MICROSOFT CORP 2.3%
Value ($000) $26,980 Shares 409,660 Est. Cost $37.86 Unrealized +52.8%
JD JD.COM INC A ADR 2.2%
Value ($000) $25,733 Shares 827,150 Est. Cost $23.29 Unrealized
PBR/A PETROLEO BRASILEIRO PN ADR (PETROBRAS) 2.1%
Value ($000) $24,798 Shares 2,689,600 Est. Cost $8.88 Unrealized
PM PHILIP MORRIS INTERNATIONAL 1.9%
Value ($000) $22,254 Shares 197,116 Est. Cost $49.18 Unrealized +33.4%
CME CME GROUP INC CL A 1.9%
Value ($000) $22,084 Shares 185,890 Est. Cost $44.13 Unrealized +98.4%
V VISA INC CL A 1.8%
Value ($000) $21,373 Shares 240,500 Est. Cost $55.29 Unrealized +46.3%
ENB ENBRIDGE INC 1.7%
Value ($000) $19,853 Shares 475,270 Est. Cost $23.31 Unrealized +6.1%
TSM TAIWAN SEMICONDUCTOR MFG CO ADR 1.7%
Value ($000) $19,602 Shares 596,900 Est. Cost $22.04 Unrealized
ENEL AMERICAS SA ADR 1.5%
Value ($000) $17,858 Shares 1,718,764 Est. Cost $14.44 Unrealized
CX CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS PLUS 1 B SHR) 1.5%
Value ($000) $17,517 Shares 1,931,319 Est. Cost $9.64 Unrealized
TS TENARIS SA ADR 1.5%
Value ($000) $17,220 Shares 504,400 Est. Cost $39.87 Unrealized
AMZN AMAZON.COM INC 1.5%
Value ($000) $16,964 Shares 19,135 Est. Cost $25.43 Unrealized +63.9%
PRICELINE GROUP INC (THE) 1.4%
Value ($000) $15,776 Shares 8,863 Est. Cost $1229.74 Unrealized
GOOG ALPHABET INC CL C 1.4%
Value ($000) $15,764 Shares 19,003 Est. Cost $35.61 Unrealized +14.3%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $15,565 Shares 199,300 Est. Cost $53.99 Unrealized +17.3%
BARRICK GOLD CORP (USD) 1.3%
Value ($000) $15,422 Shares 812,100 Est. Cost $17.22 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 1.3%
Value ($000) $14,756 Shares 150,400 Est. Cost $71.30 Unrealized +19.6%
BAP CREDICORP LTD 1.1%
Value ($000) $13,097 Shares 80,200 Est. Cost $120.13 Unrealized +7.3%
DHR DANAHER CORP 1.1%
Value ($000) $13,078 Shares 152,900 Est. Cost $27.61 Unrealized +158.1%
ETN EATON CORP PLC 1.1%
Value ($000) $12,381 Shares 166,966 Est. Cost $54.15 Unrealized +9.0%
ITUB ITAU UNIBANCO HOLDING SA PN ADR 1.0%
Value ($000) $11,859 Shares 982,560 Est. Cost $10.11 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $11,822 Shares 82,290 Est. Cost $17.73 Unrealized +71.7%
SBUX STARBUCKS CORP 1.0%
Value ($000) $11,237 Shares 192,451 Est. Cost $34.24 Unrealized +36.6%
IBN ICICI BANK LTD ADR 0.9%
Value ($000) $10,937 Shares 1,271,800 Est. Cost $11.64 Unrealized
NEW ORIENTAL EDU AND TECH GRP INC ADR 0.9%
Value ($000) $10,542 Shares 174,600 Est. Cost $42.64 Unrealized
BBD BANCO BRADESCO SA PN ADR 0.9%
Value ($000) $10,214 Shares 997,481 Est. Cost $8.86 Unrealized
AGIO AGIOS PHARMACEUTICALS INC 0.8%
Value ($000) $8,941 Shares 153,100 Est. Cost $73.46 Unrealized -34.8%
RYAAY RYANAIR HOLDINGS PLC ADR 0.8%
Value ($000) $8,939 Shares 107,720 Est. Cost $78.81 Unrealized
KO COCA-COLA CO 0.8%
Value ($000) $8,919 Shares 210,150 Est. Cost $30.69 Unrealized +2.7%
CIT GROUP INC 0.8%
Value ($000) $8,904 Shares 207,400 Est. Cost $31.03 Unrealized
HXL HEXCEL CORPORATION 0.7%
Value ($000) $8,646 Shares 158,500 Est. Cost $38.55 Unrealized +36.5%
CVX CHEVRON CORP 0.7%
Value ($000) $8,504 Shares 79,204 Est. Cost $69.89 Unrealized +9.8%
BROADCOM LTD 0.7%
Value ($000) $8,070 Shares 36,854 Est. Cost $176.76 Unrealized
CORE LABORATORIES 0.7%
Value ($000) $7,907 Shares 68,450 Est. Cost $120.04 Unrealized
TRMB TRIMBLE INC 0.7%
Value ($000) $7,900 Shares 246,800 Est. Cost $27.49 Unrealized +12.5%
ON ON SEMICONDUCTOR CORP 0.7%
Value ($000) $7,835 Shares 505,810 Est. Cost $9.72 Unrealized +49.2%
CBS CORP CL B N/V 0.7%
Value ($000) $7,754 Shares 111,800 Est. Cost $49.52 Unrealized
AMT AMERICAN TOWER CORP (REIT) 0.7%
Value ($000) $7,559 Shares 62,190 Est. Cost $57.87 Unrealized +51.8%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $7,423 Shares 8,756 Est. Cost $36.95 Unrealized +12.9%
MONSANTO CO 0.6%
Value ($000) $7,415 Shares 65,500 Est. Cost $110.76 Unrealized
COBALT INTL ENERGY INC CV SR UNSEC 3.125 PERCENT 05-15-24 0.6%
Value ($000) $7,392 Shares 28,431,000 Est. Cost $0.51 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $7,348 Shares 89,600 Est. Cost $50.83 Unrealized +10.4%
RARE ULTRAGENYX PHARMACEUTICAL INC 0.6%
Value ($000) $7,283 Shares 107,450 Est. Cost $66.12 Unrealized +15.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $7,005 Shares 117,000 Est. Cost $47.86 Unrealized +9.1%
GLNG GOLAR LNG LTD (USD) 0.6%
Value ($000) $6,899 Shares 247,000 Est. Cost $20.30 Unrealized +15.2%
ENIC ENEL CHILE SA ADR 0.6%
Value ($000) $6,820 Shares 1,239,925 Est. Cost $5.83 Unrealized
UBS UBS GROUP AG 0.6%
Value ($000) $6,752 Shares 421,590 Est. Cost $15.06 Unrealized +6.9%
CMCSA COMCAST CORP CL A 0.6%
Value ($000) $6,432 Shares 171,100 Est. Cost $22.42 Unrealized +33.5%
YUMC YUM CHINA HOLDINGS INC 0.5%
Value ($000) $6,327 Shares 232,600 Est. Cost $26.68 Unrealized +0.2%
WFC WELLS FARGO AND CO 0.5%
Value ($000) $6,306 Shares 113,287 Est. Cost $35.84 Unrealized +23.8%
CERNER CORPORATION 0.5%
Value ($000) $6,220 Shares 105,700 Est. Cost $68.23 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.5%
Value ($000) $6,060 Shares 95,650 Est. Cost $55.72 Unrealized -6.5%
DIS WALT DISNEY COMPANY (THE) 0.5%
Value ($000) $6,032 Shares 53,200 Est. Cost $101.23 Unrealized +1.8%
EOG EOG RESOURCES INC 0.5%
Value ($000) $5,873 Shares 60,200 Est. Cost $58.28 Unrealized +27.4%
TDG TRANSDIGM GROUP INC 0.5%
Value ($000) $5,869 Shares 26,660 Est. Cost $144.25 Unrealized +13.0%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $5,810 Shares 25,290 Est. Cost $123.78 Unrealized +61.6%
WYNN WYNN RESORTS LTD 0.5%
Value ($000) $5,765 Shares 50,300 Est. Cost $79.07 Unrealized +13.9%
JNJ JOHNSON AND JOHNSON 0.5%
Value ($000) $5,580 Shares 44,800 Est. Cost $87.53 Unrealized +6.7%
CHRW CH ROBINSON WORLDWIDE INC 0.5%
Value ($000) $5,488 Shares 71,000 Est. Cost $58.13 Unrealized +7.2%
MRSH MARSH AND MCLENNAN COMPANIES INC 0.5%
Value ($000) $5,224 Shares 70,700 Est. Cost $31.68 Unrealized +94.9%
JPM JPMORGAN CHASE AND CO 0.4%
Value ($000) $4,940 Shares 56,237 Est. Cost $37.80 Unrealized +84.3%
CNI CANADIAN NATIONAL RAILWAY CO (USD) 0.4%
Value ($000) $4,924 Shares 66,600 Est. Cost $48.64 Unrealized +23.8%
ENSCO PLC CL A 0.4%
Value ($000) $4,782 Shares 534,350 Est. Cost $9.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $4,733 Shares 97,079 Est. Cost $28.28 Unrealized +11.2%
SRE SEMPRA ENERGY 0.4%
Value ($000) $4,716 Shares 42,675 Est. Cost $38.32 Unrealized +4.2%
MCO MOODYS CORP 0.4%
Value ($000) $4,689 Shares 41,850 Est. Cost $88.69 Unrealized +11.5%
NIELSEN HOLDINGS PLC 0.4%
Value ($000) $4,680 Shares 113,300 Est. Cost $41.95 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $4,470 Shares 80,200 Est. Cost $53.27 Unrealized -7.5%
MDT MEDTRONIC PLC 0.4%
Value ($000) $4,278 Shares 53,100 Est. Cost $62.35 Unrealized +0.0%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $4,166 Shares 39,330 Est. Cost $71.87 Unrealized +21.9%
LVS LAS VEGAS SANDS CORP 0.4%
Value ($000) $4,072 Shares 71,350 Est. Cost $38.29 Unrealized +15.7%
NOBLE ENERGY INC 0.3%
Value ($000) $4,000 Shares 116,493 Est. Cost $54.37 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $3,985 Shares 92,500 Est. Cost $32.67 Unrealized +9.8%
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.3%
Value ($000) $3,907 Shares 108,909 Est. Cost $30.59 Unrealized
ASML ASML HOLDING NV (USD) 0.3%
Value ($000) $3,787 Shares 28,513 Est. Cost $112.20 Unrealized
AON PLC CL A 0.3%
Value ($000) $3,739 Shares 31,500 Est. Cost $111.54 Unrealized
CTRIP.COM INTL ADR 0.3%
Value ($000) $3,667 Shares 74,600 Est. Cost $53.73 Unrealized
XILINX INC 0.3%
Value ($000) $3,653 Shares 63,100 Est. Cost $43.63 Unrealized
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $3,014 Shares 37,410 Est. Cost $40.70 Unrealized +49.0%
AMERICAN TOWER CORP CV PFD SER B DEP SHS (REP 1/10 5.5 PERCENT SER B) 02-15-18 ( 0.3%
Value ($000) $2,994 Shares 26,800 Est. Cost $107.79 Unrealized
CCI CROWN CASTLE INTL CORP (REIT) 0.3%
Value ($000) $2,975 Shares 31,500 Est. Cost $57.28 Unrealized +7.7%
CB CHUBB LTD 0.3%
Value ($000) $2,948 Shares 21,640 Est. Cost $108.37 Unrealized +6.0%
LLY ELI LILLY AND CO 0.3%
Value ($000) $2,916 Shares 34,670 Est. Cost $64.68 Unrealized +7.5%
AZN ASTRAZENECA PLC ADR 0.2%
Value ($000) $2,842 Shares 91,250 Est. Cost $36.27 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.2%
Value ($000) $2,699 Shares 53,200 Est. Cost $40.03 Unrealized +21.2%
HAL HALLIBURTON CO 0.2%
Value ($000) $2,695 Shares 54,762 Est. Cost $33.21 Unrealized +35.9%
PFE PFIZER INC 0.2%
Value ($000) $2,634 Shares 77,000 Est. Cost $19.82 Unrealized +8.0%
SEATTLE GENETICS INC 0.2%
Value ($000) $2,615 Shares 41,600 Est. Cost $62.86 Unrealized
NWL NEWELL BRANDS INC 0.2%
Value ($000) $2,586 Shares 54,815 Est. Cost $20.16 Unrealized +59.7%
DE DEERE AND CO 0.2%
Value ($000) $2,439 Shares 22,406 Est. Cost $94.37 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,407 Shares 35,440 Est. Cost $36.21 Unrealized +39.9%
COBALT INTL ENERGY INC CV SR UNSEC 2.625 PERCENT 12-01-19 0.2%
Value ($000) $2,182 Shares 6,714,000 Est. Cost $0.57 Unrealized
IEX IDEX CORP 0.2%
Value ($000) $2,175 Shares 23,262 Est. Cost $47.33 Unrealized +74.1%
ANADARKO PETROLEUM CORP 0.2%
Value ($000) $2,120 Shares 34,200 Est. Cost $68.51 Unrealized
WEATHERFORD INTERNATIONAL PLC 0.2%
Value ($000) $2,048 Shares 307,900 Est. Cost $4.99 Unrealized
ACN ACCENTURE PLC CL A 0.2%
Value ($000) $1,950 Shares 16,263 Est. Cost $103.19 Unrealized +0.8%
CNQ CANADIAN NATURAL RESOURCES LTD 0.2%
Value ($000) $1,890 Shares 57,900 Est. Cost $6.95 Unrealized +45.5%
PEP PEPSICO INC 0.2%
Value ($000) $1,790 Shares 16,000 Est. Cost $73.47 Unrealized +11.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,737 Shares 24,320 Est. Cost $25.80 Unrealized +49.5%
PRAXAIR INC 0.1%
Value ($000) $1,672 Shares 14,100 Est. Cost $130.93 Unrealized
ROYAL DUTCH SHELL PLC B ADR 0.1%
Value ($000) $1,452 Shares 26,000 Est. Cost $51.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.1%
Value ($000) $1,445 Shares 8,300 Est. Cost $91.18 Unrealized +25.5%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $1,422 Shares 8,300 Est. Cost $134.23 Unrealized +32.3%
COBALT INTERNATIONAL ENERGY INC 0.1%
Value ($000) $1,417 Shares 2,657,107 Est. Cost $21.92 Unrealized
KITE PHARMA INC 0.1%
Value ($000) $1,413 Shares 18,000 Est. Cost $55.86 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,330 Shares 14,800 Est. Cost $56.93 Unrealized +23.0%
YUM YUM! BRANDS INC 0.1%
Value ($000) $1,329 Shares 20,800 Est. Cost $49.53 Unrealized +12.1%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $1,323 Shares 25,500 Est. Cost $62.47 Unrealized +5.4%
HPQ HP INC 0.1%
Value ($000) $1,248 Shares 69,800 Est. Cost $8.99 Unrealized +34.5%
SEADRILL LTD (USD) 0.1%
Value ($000) $1,090 Shares 685,437 Est. Cost $3.45 Unrealized
HP HELMERICH AND PAYNE 0.1%
Value ($000) $1,058 Shares 15,900 Est. Cost $65.16 Unrealized +9.2%
CMS CMS ENERGY CORP 0.1%
Value ($000) $1,056 Shares 23,600 Est. Cost $28.89 Unrealized +15.4%
BBANDT CORPORATION 0.1%
Value ($000) $1,001 Shares 22,400 Est. Cost $36.92 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $871 Shares 10,000 Est. Cost $61.62 Unrealized +33.7%
LAMR LAMAR ADVERTISING CO CL A (REIT) 0.1%
Value ($000) $747 Shares 10,000 Est. Cost $63.29 Unrealized
GANNETT CO INC 0.1%
Value ($000) $717 Shares 85,600 Est. Cost $11.32 Unrealized
IRM IRON MOUNTAIN INC (REIT) 0.1%
Value ($000) $666 Shares 18,671 Est. Cost $19.59 Unrealized +9.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $660 Shares 11,200 Est. Cost $46.69 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $594 Shares 6,400 Est. Cost $64.17 Unrealized +21.1%
NII HOLDINGS INC 0.1%
Value ($000) $590 Shares 454,029 Est. Cost $6.51 Unrealized
GRANA Y MONTERO SAA ADR 0.0%
Value ($000) $571 Shares 182,500 Est. Cost $19.96 Unrealized
PCG PGANDE CORP 0.0%
Value ($000) $484 Shares 7,300 Est. Cost $57.70 Unrealized +6.8%
UMPQUA HOLDINGS CORP 0.0%
Value ($000) $417 Shares 23,500 Est. Cost $16.37 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $377 Shares 4,600 Est. Cost $47.46 Unrealized +16.5%
IVZ INVESCO LTD 0.0%
Value ($000) $358 Shares 11,700 Est. Cost $20.53 Unrealized +0.8%
CENTURYLINK INC 0.0%
Value ($000) $337 Shares 14,300 Est. Cost $34.47 Unrealized
DOW CHEMICAL CO 0.0%
Value ($000) $299 Shares 4,700 Est. Cost $47.41 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $293 Shares 21,000 Est. Cost $14.54 Unrealized
LIBERTY GLOBAL PLC CL C (NON-VOTING) 0.0%
Value ($000) $260 Shares 7,423 Est. Cost $29.64 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $221 Shares 7,400 Est. Cost $27.44 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $185 Shares 3,100 Est. Cost $34.72 Unrealized +44.5%
ROYAL DUTCH SHELL PLC A ADR 0.0%
Value ($000) $9 Shares 176 Est. Cost $52.89 Unrealized