Latest Capital International Investors Stock Portfolio
Capital International Investors Performance:
2024 Q4: 1.53%YTD: 18.67%2023: 20.75%
Performance for 2024 Q4 is 1.53%, and YTD is 18.67%, and 2023 is 20.75%.
About Capital International Investors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Capital International Investors reported an equity portfolio of $532.3 Billions as of 31 Dec, 2024.
The top stock holdings of Capital International Investors are AVGO, MSFT, GOOG. The fund has invested 8.2% of it's portfolio in BROADCOM INC and 6.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BLACKROCK INC (BLK), EDWARDS LIFESCIENCES CORP (EW) and CENTENE CORP DEL (CNC) stocks. They significantly reduced their stock positions in CANADIAN NAT RES LTD, CAPITAL GRP FIXED INCM ETF T (CGCP) and AXON ENTERPRISE INC (AXON). Capital International Investors opened new stock positions in BLACKROCK INC, EATON CORP PLC (ETN) and AIR PRODS & CHEMS INC (APD). The fund showed a lot of confidence in some stocks as they added substantially to SPOTIFY TECHNOLOGY S A, VANGUARD INTL EQUITY INDEX F (VEU) and SONY GROUP CORP (SONY).
The top stock holdings of Capital International Investors are AVGO, MSFT, GOOG. The fund has invested 8.2% of it's portfolio in BROADCOM INC and 6.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BLACKROCK INC (BLK), EDWARDS LIFESCIENCES CORP (EW) and CENTENE CORP DEL (CNC) stocks. They significantly reduced their stock positions in CANADIAN NAT RES LTD, CAPITAL GRP FIXED INCM ETF T (CGCP) and AXON ENTERPRISE INC (AXON). Capital International Investors opened new stock positions in BLACKROCK INC, EATON CORP PLC (ETN) and AIR PRODS & CHEMS INC (APD). The fund showed a lot of confidence in some stocks as they added substantially to SPOTIFY TECHNOLOGY S A, VANGUARD INTL EQUITY INDEX F (VEU) and SONY GROUP CORP (SONY).
Capital International Investors Annual Return Estimates Vs S&P 500
Our best estimate is that Capital International Investors made a return of 1.53% in the last quarter. In trailing 12 months, it's portfolio return was 18.67%.
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock inc | 1,536,020,000 |
| boeing co | 750,668,000 |
| eaton corp plc | 523,541,000 |
| air prods & chems inc | 436,636,000 |
| canadian imperial bk comm | 424,386,000 |
| snap inc | 422,049,000 |
| south bow corp | 315,469,000 |
| vistra corp | 286,414,000 |
New stocks bought by Capital International Investors
Additions
| Ticker | % Inc. |
|---|---|
| spotify technology s a | 2,063 |
| neumora therapeutics inc. | 692 |
| vanguard intl equity index f | 631 |
| sony group corp | 549 |
| ishares tr | 437 |
| ishares tr | 401 |
| ishares tr | 342 |
| tractor supply co | 334 |
Additions to existing portfolio by Capital International Investors
Reductions
| Ticker | % Reduced |
|---|---|
| canadian nat res ltd | -99.45 |
| stmicroelectronics n v | -97.25 |
| capital grp fixed incm etf t | -93.87 |
| axon enterprise inc | -92.24 |
| kosmos energy ltd | -88.75 |
| mattel inc | -84.36 |
| cemex sab de cv | -79.34 |
| heico corp new | -76.05 |
Capital International Investors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wolfspeed inc | -75,636,300 |
| nextera energy inc | -101,885,000 |
| edwards lifesciences corp | -139,743,000 |
| genpact limited | -81,916,700 |
| core & main inc | -66,296,200 |
| centene corp del | -103,459,000 |
| blackrock inc | -1,254,780,000 |
| draftkings inc new | -46,542,300 |
Capital International Investors got rid off the above stocks
Sector Distribution
Capital International Investors has about 24.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 24.6 |
| Financial Services | 12.9 |
| Industrials | 12 |
| Communication Services | 9.8 |
| Others | 9.7 |
| Healthcare | 9.5 |
| Consumer Cyclical | 8.3 |
| Consumer Defensive | 4.1 |
| Utilities | 3.9 |
| Real Estate | 2.1 |
| Energy | 1.7 |
| Basic Materials | 1.5 |
Market Cap. Distribution
Capital International Investors has about 87% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 44.5 |
| MEGA-CAP | 42.5 |
| UNALLOCATED | 10 |
| MID-CAP | 2.9 |
Stocks belong to which Index?
About 84.2% of the stocks held by Capital International Investors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 82.1 |
| Others | 15.7 |
| RUSSELL 2000 | 2.1 |
Capital International Investors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Capital International Investors
Capital International Investors has 450 stocks in it's portfolio. About 32.7% of the portfolio is in top 10 stocks. TSCO proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Capital International Investors last quarter.
Last Reported on: 13 Feb, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAON | aaon inc | 0.01 | 466,309 | 54,875,200 | reduced | -0.56 | ||
| AAPL | apple inc | 2.64 | 56,040,100 | 14,034,700,000 | reduced | -2.37 | ||
| AAXJ | ishares tr | 0.02 | 825,626 | 97,275,200 | added | 163 | ||
| AAXJ | ishares tr | 0.00 | 66,467 | 6,093,700 | added | 180 | ||
| ABBV | abbvie inc | 0.95 | 28,533,500 | 5,069,730,000 | reduced | -22.44 | ||
| ABT | abbott labs | 1.44 | 67,973,000 | 7,688,160,000 | added | 3.39 | ||
| ACA | arcosa inc | 0.02 | 888,559 | 85,959,200 | added | 42.51 | ||
| ACGL | arch cap group ltd | 0.08 | 4,855,980 | 448,448,000 | reduced | -0.46 | ||
| ACN | accenture plc ireland | 0.56 | 8,513,140 | 2,994,920,000 | added | 2.18 | ||
| ACWF | ishares tr | 0.00 | 25,510 | 1,564,780 | added | 437 | ||
| ADBE | adobe inc | 0.00 | 27,679 | 12,308,500 | reduced | -0.08 | ||
| ADI | analog devices inc | 0.13 | 3,188,110 | 677,349,000 | reduced | -1.39 | ||
| AES | aes corp | 0.06 | 26,958,400 | 346,736,000 | reduced | -56.56 | ||
| AFRM | affirm hldgs inc | 0.02 | 1,642,530 | 100,030,000 | new | |||
| AGL | agilon health inc | 0.01 | 22,331,900 | 42,430,600 | added | 71.97 | ||
| AJG | gallagher arthur j & co | 0.54 | 10,067,600 | 2,857,740,000 | added | 3.13 | ||
| ALB | albemarle corp | 0.00 | 266,780 | 22,964,400 | new | |||
| ALB | albemarle corp | 0.00 | 550,000 | 22,379,500 | unchanged | 0.00 | ||
| ALKT | alkami technology inc | 0.03 | 3,815,500 | 139,952,000 | reduced | -18.47 | ||
| ALNY | alnylam pharmaceuticals inc | 0.06 | 1,418,600 | 333,833,000 | reduced | -64.27 | ||