CAPITAL INTERNATIONAL SARL

Q1 2014 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
146
Total value ($000)
$1,803,665
Net value change ($000)
-62,558 (-3.4%)
New positions
13
Sold out positions
7
Turnover %
6.5%
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 Q4 2013
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)
CIG 40,192 NEW
PXGBX 13,660 NEW
ITUB 12,116 25.1%
COBALT INTERNATIONAL 11,394 33.9%
WFC 9,386 NEW
VALE 9,016 NEW
Seagen Inc. 6,885 41.6%
ABBV 6,699 618.6%
INFY 6,677 9023.0%
IBN 5,572 17.8%
Top Reduces (Value $000, Stocks/ETFs)
YANDEX NV A -35,851 -38.7%
GILD -14,686 -15.2%
GENPACT LTD -13,736 -56.5%
OI S.A. - In Judicial Reorganization -11,212 -100.0%
GGB -10,444 -21.9%
Paramount Global -8,637 -100.0%
BLK -8,132 -69.9%
CNC -7,834 -100.0%
NKE -7,422 -63.0%
DHR -7,342 -17.5%
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