CAPITAL INTERNATIONAL INC /CA/

Q1 2021 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2021
Date filed
5/14/2021
Form type
13F-HR
Num holdings
293
Total value ($000)
$10,761,959
Net value change ($000)
-23,019 (-0.2%)
New positions
21
Sold out positions
18
Turnover %
2.8%
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 2020
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)
ONC 104,262 40.7%
BAC 54,087 365.4%
DG 45,991 NEW
COP 45,339 116.7%
TIXT 43,139 NEW
DNB 41,920 2118.2%
ASML 41,554 18.9%
NTES 33,817 165.4%
DLTR 28,139 NEW
DHI 27,562 NEW
Top Reduces (Value $000, Stocks/ETFs)
COST -55,235 -69.4%
CABO -49,933 -94.3%
AMT -47,062 -84.7%
TSLA -35,964 -12.9%
Seagen Inc. -35,360 -28.4%
TSM -32,127 -15.5%
AMZN -28,850 -11.0%
VRTX -26,486 -51.5%
CONCHO RESOURCES INC -25,132 -100.0%
CHTR -24,761 -16.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type