CAPITAL INTERNATIONAL INVESTORS Information

333 S. HOPE STREET, LOS ANGELES, California, 90071, (213) 486-9200

Report Date: 06/30/2014

Position Statistics

Total Positions 232
New Positions 17
Increased Positions 80
Decreased Positions 49
Positions with Activity 129
Sold Out Positions 11
Total Mkt Value (in $ millions) 39,016

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 7.35%
Capital Goods 3.97%
Conglomerates
Consumer Cyclical 2.79%
Consumer/Non-Cyclical 10.08%
Energy 9.49%
Financial 12.77%
Healthcare 14.01%
Services 19.56%
Technology 13.72%
Transportation 1.83%
Utilities 4.36%

232 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MEDTRONIC INC COM 69,696 -19,958 (22.26) 1,100,000
TIFFANY & CO NEW COM 69,607 New 684,100
LORILLARD INC COM 69,584 New 1,176,600
GENERAL DYNAMICS CORP COM 64,276 New 518,400
LULULEMON ATHLETICA INC COM 64,148 New 1,546,100
WILLIAMS SONOMA INC COM 61,035 New 815,000
MCDONALDS CORP COM 60,027 New 634,200
EMERSON ELEC CO COM 60,021 -253,375 (80.85) 932,000
CEMEX SAB DE CV SPON ADR NEW 59,934 24,841 70.79 4,554,264
APACHE CORP COM 57,872 -50,765 (46.73) 570,000
CISCO SYS INC COM 54,560 54,560 New 2,200,000
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 47,975 12,875 36.68 6,757,035
VIACOM INC NEW CL B 46,870 New 580,000
PEOPLES UNITED FINANCIAL INC COM 46,864 46,864 New 3,132,600
NOVO-NORDISK A S ADR 46,626 New 1,012,500
PAYCHEX INC COM 46,301 46,301 New 1,103,450
MAXIM INTEGRATED PRODS INC COM 46,275 New 1,500,000
MERCADOLIBRE INC COM 46,065 46,065 New 402,000
LIBERTY GLOBAL PLC SHS CL C 45,789 45,789 New 1,081,200
DU PONT E I DE NEMOURS & CO COM 45,492 New 690,000