CAPITAL INTERNATIONAL SARL Diversified Active

CIK: 0001065349 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 14, 2017

Total Value ($000): $1,158,403 (97.1% shares, 2.9% debt)

Holdings (141)

AMERICA MOVIL SAB DE CV L ADR 5.2%
Value ($000) $60,542 Shares 3,802,900 Est. Cost $18.89 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR 4.5%
Value ($000) $52,650 Shares 373,670 Est. Cost $89.13 Unrealized
NBIS YANDEX NV A 3.2%
Value ($000) $37,297 Shares 1,421,391 Est. Cost $20.34 Unrealized
MELI MERCADOLIBRE INC 2.8%
Value ($000) $32,803 Shares 130,750 Est. Cost $124.26 Unrealized +106.5%
VALE SA PNA ADR 2.7%
Value ($000) $31,269 Shares 3,836,729 Est. Cost $4.24 Unrealized
PBR PETROLEO BRASILEIRO ON ADR (PETROBRAS) 2.4%
Value ($000) $27,907 Shares 3,492,784 Est. Cost $10.01 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $27,480 Shares 398,660 Est. Cost $37.86 Unrealized +64.6%
ENSCO PLC CL A 2.3%
Value ($000) $26,217 Shares 5,080,750 Est. Cost $5.64 Unrealized
INCY INCYTE CORP 2.2%
Value ($000) $25,551 Shares 202,931 Est. Cost $68.31 Unrealized +86.3%
AES AES CORP (THE) 2.2%
Value ($000) $25,394 Shares 2,285,700 Est. Cost $9.55 Unrealized -12.3%
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 2.2%
Value ($000) $25,291 Shares 24,933,000 Est. Cost $1.15 Unrealized
PM PHILIP MORRIS INTERNATIONAL 2.1%
Value ($000) $24,537 Shares 208,916 Est. Cost $50.60 Unrealized +46.8%
CTRIP.COM INTL ADR 2.0%
Value ($000) $22,923 Shares 425,600 Est. Cost $53.84 Unrealized
CME CME GROUP INC CL A 2.0%
Value ($000) $22,592 Shares 180,390 Est. Cost $44.13 Unrealized +98.4%
V VISA INC CL A 2.0%
Value ($000) $22,592 Shares 240,900 Est. Cost $55.29 Unrealized +58.1%
TSM TAIWAN SEMICONDUCTOR MFG CO ADR 1.8%
Value ($000) $21,336 Shares 610,300 Est. Cost $22.33 Unrealized
ENB ENBRIDGE INC 1.8%
Value ($000) $21,125 Shares 531,070 Est. Cost $23.37 Unrealized +2.0%
PBR/A PETROLEO BRASILEIRO PN ADR (PETROBRAS) 1.8%
Value ($000) $21,070 Shares 2,824,400 Est. Cost $8.81 Unrealized
CX CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS PLUS 1 B SHR) 1.6%
Value ($000) $18,176 Shares 1,929,542 Est. Cost $9.64 Unrealized
PRICELINE GROUP INC (THE) 1.4%
Value ($000) $16,653 Shares 8,903 Est. Cost $1229.74 Unrealized
ENEL AMERICAS SA ADR 1.4%
Value ($000) $16,400 Shares 1,739,164 Est. Cost $14.38 Unrealized
BARRICK GOLD CORP (USD) 1.4%
Value ($000) $16,075 Shares 1,010,400 Est. Cost $16.96 Unrealized
TS TENARIS SA ADR 1.3%
Value ($000) $14,521 Shares 466,300 Est. Cost $39.87 Unrealized
BAP CREDICORP LTD 1.2%
Value ($000) $14,387 Shares 80,200 Est. Cost $120.13 Unrealized +11.5%
GOOG ALPHABET INC CL C 1.2%
Value ($000) $13,725 Shares 15,103 Est. Cost $35.61 Unrealized +27.6%
DHR DANAHER CORP 1.1%
Value ($000) $13,034 Shares 154,450 Est. Cost $28.06 Unrealized +155.8%
ETN EATON CORP PLC 1.1%
Value ($000) $13,018 Shares 167,266 Est. Cost $54.15 Unrealized +18.1%
RCL ROYAL CARIBBEAN CRUISES LTD 1.1%
Value ($000) $12,693 Shares 116,200 Est. Cost $71.30 Unrealized +36.4%
JD JD.COM INC A ADR 1.1%
Value ($000) $12,619 Shares 321,750 Est. Cost $23.29 Unrealized
IBN ICICI BANK LTD ADR 1.1%
Value ($000) $12,601 Shares 1,404,810 Est. Cost $11.38 Unrealized
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $12,487 Shares 189,650 Est. Cost $53.99 Unrealized +3.4%
RYAAY RYANAIR HOLDINGS PLC ADR 1.0%
Value ($000) $11,592 Shares 107,720 Est. Cost $78.81 Unrealized
GPN GLOBAL PAYMENTS INC 1.0%
Value ($000) $11,427 Shares 126,515 Est. Cost $82.26 Unrealized 0.0%
JPM JPMORGAN CHASE AND CO 0.9%
Value ($000) $10,736 Shares 117,457 Est. Cost $53.82 Unrealized +27.3%
AMZN AMAZON.COM INC 0.9%
Value ($000) $10,643 Shares 10,995 Est. Cost $25.43 Unrealized +87.6%
KO COCA-COLA CO 0.9%
Value ($000) $10,542 Shares 235,050 Est. Cost $31.01 Unrealized +8.6%
NEW ORIENTAL EDU AND TECH GRP INC ADR 0.9%
Value ($000) $10,454 Shares 148,300 Est. Cost $42.64 Unrealized
CVX CHEVRON CORP 0.8%
Value ($000) $9,578 Shares 91,804 Est. Cost $70.35 Unrealized +4.1%
TRMB TRIMBLE INC 0.8%
Value ($000) $9,260 Shares 259,600 Est. Cost $27.85 Unrealized +24.6%
SBUX STARBUCKS CORP 0.8%
Value ($000) $9,233 Shares 158,351 Est. Cost $34.24 Unrealized +46.6%
YUMC YUM CHINA HOLDINGS INC 0.8%
Value ($000) $9,171 Shares 232,600 Est. Cost $26.68 Unrealized +35.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $8,678 Shares 107,500 Est. Cost $51.60 Unrealized +7.5%
BROADCOM LTD 0.7%
Value ($000) $8,635 Shares 37,054 Est. Cost $176.76 Unrealized
HXL HEXCEL CORPORATION 0.7%
Value ($000) $8,404 Shares 159,200 Est. Cost $38.55 Unrealized +34.2%
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $8,140 Shares 8,756 Est. Cost $36.95 Unrealized +25.6%
TDG TRANSDIGM GROUP INC 0.7%
Value ($000) $8,080 Shares 30,050 Est. Cost $147.54 Unrealized +17.5%
AGIO AGIOS PHARMACEUTICALS INC 0.7%
Value ($000) $7,928 Shares 154,100 Est. Cost $73.46 Unrealized -30.4%
ICE INTERCONTINENTAL EXCHANGE INC 0.7%
Value ($000) $7,765 Shares 117,800 Est. Cost $47.86 Unrealized +14.7%
RARE ULTRAGENYX PHARMACEUTICAL INC 0.7%
Value ($000) $7,722 Shares 124,320 Est. Cost $65.32 Unrealized -7.8%
CORE LABORATORIES 0.6%
Value ($000) $7,408 Shares 73,150 Est. Cost $118.83 Unrealized
CBS CORP CL B N/V 0.6%
Value ($000) $7,169 Shares 112,400 Est. Cost $49.52 Unrealized
AMT AMERICAN TOWER CORP (REIT) 0.6%
Value ($000) $7,157 Shares 54,090 Est. Cost $57.87 Unrealized +77.8%
AAPL APPLE INC 0.6%
Value ($000) $7,156 Shares 49,690 Est. Cost $17.73 Unrealized +93.5%
ON ON SEMICONDUCTOR CORP 0.6%
Value ($000) $7,125 Shares 507,510 Est. Cost $9.72 Unrealized +54.6%
CERNER CORPORATION 0.6%
Value ($000) $7,052 Shares 106,100 Est. Cost $68.23 Unrealized
WYNN WYNN RESORTS LTD 0.6%
Value ($000) $6,773 Shares 50,500 Est. Cost $79.07 Unrealized +44.4%
CMCSA COMCAST CORP CL A 0.6%
Value ($000) $6,706 Shares 172,300 Est. Cost $22.42 Unrealized +42.3%
JNJ JOHNSON AND JOHNSON 0.6%
Value ($000) $6,436 Shares 48,650 Est. Cost $88.55 Unrealized +13.4%
WFC WELLS FARGO AND CO 0.5%
Value ($000) $6,355 Shares 114,687 Est. Cost $35.92 Unrealized +17.4%
OXY OCCIDENTAL PETROLEUM CORP 0.5%
Value ($000) $6,146 Shares 102,650 Est. Cost $55.23 Unrealized -12.2%
UBS UBS GROUP AG 0.5%
Value ($000) $6,053 Shares 356,943 Est. Cost $15.06 Unrealized +7.9%
COBALT INTL ENERGY INC CV SR UNSEC 3.125 PERCENT 05-15-24 0.5%
Value ($000) $6,032 Shares 28,722,000 Est. Cost $0.51 Unrealized
MONSANTO CO 0.5%
Value ($000) $5,989 Shares 50,600 Est. Cost $110.76 Unrealized
LVS LAS VEGAS SANDS CORP 0.5%
Value ($000) $5,772 Shares 90,350 Est. Cost $40.63 Unrealized +21.6%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $5,678 Shares 25,590 Est. Cost $124.50 Unrealized +48.3%
DIS WALT DISNEY COMPANY (THE) 0.5%
Value ($000) $5,653 Shares 53,200 Est. Cost $101.23 Unrealized +1.2%
MRSH MARSH AND MCLENNAN COMPANIES INC 0.5%
Value ($000) $5,559 Shares 71,300 Est. Cost $31.68 Unrealized +107.1%
GLNG GOLAR LNG LTD (USD) 0.5%
Value ($000) $5,527 Shares 248,400 Est. Cost $20.30 Unrealized +8.2%
CNI CANADIAN NATIONAL RAILWAY CO (USD) 0.5%
Value ($000) $5,390 Shares 66,500 Est. Cost $48.64 Unrealized +33.7%
SEATTLE GENETICS INC 0.4%
Value ($000) $4,941 Shares 95,500 Est. Cost $56.58 Unrealized
CHRW CH ROBINSON WORLDWIDE INC 0.4%
Value ($000) $4,904 Shares 71,400 Est. Cost $58.13 Unrealized -0.6%
SRE SEMPRA ENERGY 0.4%
Value ($000) $4,845 Shares 42,975 Est. Cost $38.32 Unrealized +11.7%
NKE NIKE INC CL B 0.4%
Value ($000) $4,761 Shares 80,700 Est. Cost $53.27 Unrealized -9.4%
MCO MOODYS CORP 0.4%
Value ($000) $4,715 Shares 38,750 Est. Cost $88.69 Unrealized +22.0%
NWL NEWELL BRANDS INC 0.4%
Value ($000) $4,339 Shares 80,915 Est. Cost $24.80 Unrealized +39.3%
NIELSEN HOLDINGS PLC 0.4%
Value ($000) $4,330 Shares 112,000 Est. Cost $41.95 Unrealized
CCI CROWN CASTLE INTL CORP (REIT) 0.4%
Value ($000) $4,298 Shares 42,900 Est. Cost $60.24 Unrealized +13.6%
AON PLC CL A 0.4%
Value ($000) $4,215 Shares 31,700 Est. Cost $111.54 Unrealized
DE DEERE AND CO 0.3%
Value ($000) $4,029 Shares 32,600 Est. Cost $97.00 Unrealized +6.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $3,995 Shares 92,500 Est. Cost $32.67 Unrealized +12.2%
MDT MEDTRONIC PLC 0.3%
Value ($000) $3,878 Shares 43,700 Est. Cost $62.35 Unrealized +8.5%
EOG EOG RESOURCES INC 0.3%
Value ($000) $3,829 Shares 42,300 Est. Cost $58.28 Unrealized +17.8%
AMERICAN TOWER CORP CV PFD SER B DEP SHS (REP 1/10 5.5 PERCENT SER B) 02-15-18 ( 0.3%
Value ($000) $3,770 Shares 31,100 Est. Cost $109.65 Unrealized
ASML ASML HOLDING NV (USD) 0.3%
Value ($000) $3,768 Shares 28,913 Est. Cost $112.45 Unrealized
AZN ASTRAZENECA PLC ADR 0.3%
Value ($000) $3,339 Shares 97,950 Est. Cost $36.12 Unrealized
NOBLE ENERGY INC 0.3%
Value ($000) $3,328 Shares 117,593 Est. Cost $54.37 Unrealized
LLY ELI LILLY AND CO 0.3%
Value ($000) $3,248 Shares 39,470 Est. Cost $65.48 Unrealized +8.9%
CB CHUBB LTD 0.3%
Value ($000) $3,204 Shares 22,040 Est. Cost $108.59 Unrealized +11.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $3,098 Shares 69,379 Est. Cost $28.28 Unrealized +4.4%
PFE PFIZER INC 0.3%
Value ($000) $3,043 Shares 90,600 Est. Cost $20.08 Unrealized +7.6%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.3%
Value ($000) $2,915 Shares 53,700 Est. Cost $40.03 Unrealized +29.0%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $2,901 Shares 37,710 Est. Cost $40.70 Unrealized +55.2%
IEX IDEX CORP 0.2%
Value ($000) $2,663 Shares 23,562 Est. Cost $47.94 Unrealized +97.3%
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.2%
Value ($000) $2,586 Shares 80,509 Est. Cost $30.59 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,508 Shares 35,440 Est. Cost $36.21 Unrealized +33.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $2,414 Shares 32,420 Est. Cost $29.17 Unrealized +34.7%
HAL HALLIBURTON CO 0.2%
Value ($000) $2,382 Shares 55,762 Est. Cost $33.31 Unrealized +16.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $2,198 Shares 39,800 Est. Cost $44.24 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $2,163 Shares 42,400 Est. Cost $37.96 Unrealized 0.0%
ITUB ITAU UNIBANCO HOLDING SA PN ADR 0.2%
Value ($000) $2,115 Shares 191,360 Est. Cost $10.11 Unrealized
ACN ACCENTURE PLC CL A 0.2%
Value ($000) $2,061 Shares 16,663 Est. Cost $103.28 Unrealized +3.7%
XILINX INC 0.2%
Value ($000) $1,987 Shares 30,900 Est. Cost $43.63 Unrealized
PRAXAIR INC 0.2%
Value ($000) $1,869 Shares 14,100 Est. Cost $130.93 Unrealized
KITE PHARMA INC 0.2%
Value ($000) $1,866 Shares 18,000 Est. Cost $55.86 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,848 Shares 16,000 Est. Cost $73.47 Unrealized +20.0%
COBALT INTL ENERGY INC CV SR UNSEC 2.625 PERCENT 12-01-19 0.2%
Value ($000) $1,821 Shares 6,745,000 Est. Cost $0.57 Unrealized
ROYAL DUTCH SHELL PLC B ADR 0.2%
Value ($000) $1,764 Shares 32,400 Est. Cost $52.40 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.1%
Value ($000) $1,668 Shares 57,900 Est. Cost $6.95 Unrealized +45.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,647 Shares 18,900 Est. Cost $59.80 Unrealized +17.3%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $1,590 Shares 8,300 Est. Cost $134.23 Unrealized +36.3%
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $1,551 Shares 34,200 Est. Cost $68.51 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $1,534 Shares 20,800 Est. Cost $49.53 Unrealized +20.4%
HPQ HP INC 0.1%
Value ($000) $1,486 Shares 85,000 Est. Cost $9.86 Unrealized +40.2%
CMS CMS ENERGY CORP 0.1%
Value ($000) $1,462 Shares 31,600 Est. Cost $30.65 Unrealized +17.0%
DLR DIGITAL REALTY TRUST INC (REIT) 0.1%
Value ($000) $1,333 Shares 11,800 Est. Cost $84.78 Unrealized 0.0%
ENIC ENEL CHILE SA ADR 0.1%
Value ($000) $1,278 Shares 232,400 Est. Cost $5.83 Unrealized
HP HELMERICH AND PAYNE 0.1%
Value ($000) $1,054 Shares 19,400 Est. Cost $63.99 Unrealized -8.4%
BBANDT CORPORATION 0.1%
Value ($000) $1,017 Shares 22,400 Est. Cost $36.92 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $930 Shares 10,000 Est. Cost $61.62 Unrealized +45.3%
IRM IRON MOUNTAIN INC (REIT) 0.1%
Value ($000) $916 Shares 26,671 Est. Cost $20.19 Unrealized +6.9%
GANNETT CO INC 0.1%
Value ($000) $847 Shares 97,100 Est. Cost $11.02 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $780 Shares 13,700 Est. Cost $46.46 Unrealized -2.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $763 Shares 7,100 Est. Cost $66.13 Unrealized +27.1%
WEATHERFORD INTERNATIONAL PLC 0.1%
Value ($000) $650 Shares 167,900 Est. Cost $4.99 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $552 Shares 15,700 Est. Cost $20.85 Unrealized +4.5%
PCG PGANDE CORP 0.0%
Value ($000) $551 Shares 8,300 Est. Cost $58.65 Unrealized +11.8%
STT STATE STREET CORP 0.0%
Value ($000) $485 Shares 5,405 Est. Cost $64.20 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.0%
Value ($000) $461 Shares 3,000 Est. Cost $91.18 Unrealized +13.8%
COBALT INTERNATIONAL ENERGY INC 0.0%
Value ($000) $440 Shares 178,332 Est. Cost $2.47 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $403 Shares 13,800 Est. Cost $22.32 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO CL A (REIT) 0.0%
Value ($000) $397 Shares 5,400 Est. Cost $63.29 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $385 Shares 4,600 Est. Cost $47.46 Unrealized +24.5%
GRANA Y MONTERO SAA ADR 0.0%
Value ($000) $368 Shares 112,941 Est. Cost $19.96 Unrealized
NII HOLDINGS INC 0.0%
Value ($000) $365 Shares 454,029 Est. Cost $6.51 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $324 Shares 5,600 Est. Cost $40.85 Unrealized +18.6%
DOW CHEMICAL CO 0.0%
Value ($000) $296 Shares 4,700 Est. Cost $47.41 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $254 Shares 9,400 Est. Cost $27.35 Unrealized
NTES NETEASE INC ADR 0.0%
Value ($000) $241 Shares 800 Est. Cost $301.25 Unrealized
LIBERTY GLOBAL PLC CL C (NON-VOTING) 0.0%
Value ($000) $231 Shares 7,423 Est. Cost $29.64 Unrealized
SEADRILL LTD 0.0%
Value ($000) $107 Shares 292,744 Est. Cost $3.45 Unrealized
ROYAL DUTCH SHELL PLC A ADR 0.0%
Value ($000) $10 Shares 179 Est. Cost $52.94 Unrealized