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Capital International Investors

Capital International Investors Portfolio holdings

AUM $484B
1-Year Est. Return 34.9%
 

Capital International, established in 1968 as a division of the Los Angeles-based Capital Group, is a global investment management firm focused on delivering equity investment solutions for institutional and individual clients worldwide. Operating as part of one of the oldest and largest asset managers, founded in 1931, it leverages Capital Group’s signature research-driven, long-term investment philosophy, managing billions in assets through a multi-manager system that diversifies risk and enhances performance. Headquartered in Los Angeles with a presence across North America, Europe, and Asia, Capital International specializes in international and global equity strategies, often through mutual funds like those in the American Funds family. Known for its rigorous fundamental analysis and commitment to client outcomes, it plays a key role in Capital Group’s mission to provide consistent, superior returns in global markets.

This Fund
S&P 500
This Quarter Est. Return
+2.35%
1 Year Est. Return
+34.9%
3 Year Est. Return
+137.52%
5 Year Est. Return
+174.34%
10 Year Est. Return
+599.87%
AUM
$22B
AUM Growth
Cap. Flow
+$22.1B
Cap. Flow %
100.45%
Top 10 Hldgs %
19.53%
Holding
195
New
193
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$582M
2
GILD icon
Gilead Sciences
GILD
+$540M
3
MSFT icon
Microsoft
MSFT
+$517M
4
AMGN icon
Amgen
AMGN
+$466M
5
ORCL icon
Oracle
ORCL
+$440M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Industrials 11.79%
3 Financials 11.32%
4 Consumer Discretionary 11.23%
5 Energy 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MXIM
176
DELISTED
Maxim Integrated Products
MXIM
$6.18M 0.03%
+222,626
New +$6.75M
PBI icon
177
Pitney Bowes
PBI
$2.26B
$5.17M 0.02%
+352,300
New +$5.2M
VRNT
178
DELISTED
Verint Systems
VRNT
$4.47M 0.02%
+247,189
New +$4.3M
MESG
179
DELISTED
XURA INC COM (DE)
MESG
$2.89M 0.01%
+97,000
New +$2.78M
LUMN icon
180
Lumen
LUMN
$6.52B
$2.79M 0.01%
+78,775
New +$2.86M
GM.WS.A
181
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$1.9M 0.01%
+79,175
New +$1.76M
GM.WS.B
182
DELISTED
General Motors Company
GM.WS.B
$1.29M 0.01%
+79,175
New +$1.18M

Similar funds

Capital International Investors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Capital International Investors, which disclosed 195 positions worth $22B. Its ten largest holdings account for 20% of the portfolio.

Its largest position is Home Depot: 7,742,702 shares worth $600M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, followed by Industrials and Financials.

  • Capital International Investors's largest Q2 2013 buy was Home Depot: 7,742,702 shares worth $600M.
  • Capital International Investors's ten largest holdings make up 20% of its $22B portfolio in Q2 2013.
  • Capital International Investors disclosed 195 positions in Q2 2013, its first 13F filing on record.

Based on Capital International Investors's 13F filing for Q2 2013, filed 14 Aug 2013.