CI

Capital International Investors

13F
Capital International Investors
Last update 2024-11-13 438 Stocks (23 new)
Value $520.97 Bil Turnover 5 %
Countries:
Portfolio Report

Capital International Investors Profile

Capital International Investors is a subsidiary of the Capital Research and Management Company which, in turn, is a wholly owned subsidiary of The Capital Group Companies. The company serves as one of its three equity divisions that manages equity assets for the parent company, with the other two companies being Capital World Investors and Capital Research Global Investors. Although it is an independent equity division, Capital International Investors has the flexibility to manage any of the investment objects or vehicles that the Capital Group currently holds. The company, taking the investing philosophies of its parent companies, operates through creating portfolios “from the bottom-up using rigorous fundamental research to find attractive investments and manage risks.” The research is all conducted within the company’s family branches and are produced to be only used by those companies and their subsidiaries, each divisional subsidiary having their own research teams with separate research directors. Though its investment decisions are independently managed, they are subject to the policies, restrictions, and oversight of the Capital Research and Management Company’s committees. Currently the independently action branch subsidiary has an estimated market value of approximately $55 trillion with its largest investment holdings in Verizon Communications, Microsoft, Texas Instruments, Conocophillips, and Merck & Co., in order of decreasing holdings. Capital International Investors mainly follows its parent company’s guidelines to focus on equity securities and fixed income securities but also invests in other areas. Its most heavily invested sector allocation is in health care, making up approximately 15%, and, in order of decreasing allocation amounts, finance, information technology, consumer discretionary, and utilities and telecommunications. The company caters to a wide client base, including individuals, corporate and public pension and profit sharing plans, pooled investment vehicles, governmental entities, corporations, and institutions mainly in Asia, Australia, and New Zealand. Victor Kohn currently serves as the president of Capital International Investors in addition to his role as Chief Executive Officer and president of Capital International.
Capital International Investor... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
76,782,608
33038192.690
-2.80%
6.340
-0.20%
1.030
+0.95%
-0.60%
3114843.301
Software
AVGO
Broadcom Inc
188,722,747
32554980.030
-0.85%
6.250
-0.05%
4.040
+21.12%
-3.25%
1051420.859
Semiconductors
META
Meta Platforms Inc
29,183,439
16705113.530
-0.51%
3.210
-0.02%
1.160
+5.57%
+5.18%
1554731.508
Interactive Media
GOOG
Alphabet Inc
85,477,825
14289696.910
-1.73%
2.740
-0.06%
0.700
+18.51%
+1.43%
2357015.060
Interactive Media
AAPL
Apple Inc
57,398,273
13370732.950
+6.46%
2.570
+0.16%
0.380
+3.52%
-5.42%
3580182.678
Hardware
PM
Philip Morris International Inc
97,503,227
11835988.400
+1.16%
2.270
+0.03%
6.270
-0.79%
-2.66%
182148.734
Tobacco Products
MA
Mastercard Inc
21,567,202
10649869.860
-0.33%
2.040
-0.01%
2.350
+1.48%
-4.02%
463201.785
Credit Services
GE
GE Aerospace
49,124,780
9263101.920
-5.82%
1.780
-0.10%
4.540
-8.59%
+2.94%
185819.058
Aerospace & Defense
TDG
TransDigm Group Inc
6,258,887
8931906.150
-0.97%
1.710
-0.02%
11.130
-7.81%
-0.41%
70969.011
Aerospace & Defense
UNH
UnitedHealth Group Inc
14,709,642
8599937.380
+10.44%
1.650
+0.16%
1.600
-12.55%
+2.93%
479182.850
Healthcare Plans

Capital International Investors's Historical Top Holdings Breakdowns

Capital International Investors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DHR
Danaher Corp2023-06-30Add
+0.80%
â—Ź
224.99 ($239) 256.14
$235.07
-1.64%
Add 8948.8%
14,029,348
13,874,307
INTC
Intel Corp2024-06-30Reduce
-0.77%
â—Ź
29.85 ($32.77) 44.52
$19.15
-41.56%
Reduce -76.55%
26,289,135
-85,804,447
AVGO
Broadcom Inc2023-06-30Reduce
-0.77%
â—Ź
61.02 ($71.2) 88.62
$224.31
215.04%
Reduce -16.95%
229,107,150
-4,675,754
GE
General Electric Co2023-03-31Add
+0.74%
â—Ź
66.31 ($83.83) 95.6
$171.69
104.81%
Add 124.9%
54,105,531
30,047,717
AAPL
Apple Inc2024-06-30Add
+0.73%
â—Ź
165 ($186.49) 216.67
$236.85
27.00%
Add 45.14%
53,913,441
16,767,116
ZTS
Zoetis Inc2024-03-31Reduce
-0.65%
â—Ź
165.67 ($187.31) 199.94
$163.32
-12.81%
Reduce -99.32%
99,440
-14,577,136
KKR
KKR & Co Inc2023-09-30Add
+0.63%
â—Ź
53.91 ($60.73) 64.46
$140.93
132.06%
Add 2176.23%
42,003,664
40,158,346
AVGO
Broadcom Inc2024-03-31Reduce
-0.58%
â—Ź
104.9 ($123.9) 140.7
$224.31
81.04%
Reduce -9.99%
209,989,780
-2,331,902
KKR
KKR & Co Inc2023-03-31Add
+0.54%
â—Ź
46.68 ($53.66) 59.1
$140.93
162.64%
Add 2169.14%
41,872,775
40,027,457
AVGO
Broadcom Inc2024-06-30Reduce
-0.53%
â—Ź
120.47 ($140.14) 182.89
$224.31
60.06%
Reduce -9.35%
190,346,990
-1,964,279

Capital International Investors Total Holding History ($B)

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Capital International Investors's Asset Allocation

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Capital International Investors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Capital International Investors's Hypothetical Growth since 2024-09-30

Capital International Investors's Yearly Returns

Year Portfolio % % Excess Gain %

Capital International Investors's Holdings Heat Map

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