Institutional Portfolio

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Address CAPITAL INTERNATIONAL INC /CA/ 333 SOUTH HOPE ST LOS ANGELES, CA 90071 (213) 486-9200   Position Statistics Report Date: 3/31/2013 Total Positions: 139 New Positions: 10 Increased Positions: 33 Decreased Positions: 86 Positions With Activity: 119 Sold Out Positions: 16 Total Market Value (in $ millions): 3,134

Sector Weighting Percent Services 21.3% Financial 20.5% Technology 15.1% Healthcare 10.7% Energy 9.8% Basic Materials 8.9% Capital Goods 6.1% Consumer/Non-Cyclical 3.8% Utilities 2.2% Consumer Cyclical 1.4% Transportation 0.3%

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Company	Class	Value of Shares ($1000)	Change in Value ($1000)	% Change in Value	Shares Held
GILEAD SCIENCES INC	COM	$197,861	($27,745)	(12.30%)	3,514,400
YANDEX N V	SHS CLASS A	$173,642	$34,931	25.18%	5,985,600
BANCO BRADESCO S A	SP ADR PFD NEW	$158,065	$2,518	1.62%	9,369,584
GENPACT LIMITED	SHS	$139,036	($291)	(0.21%)	7,122,763
ICICI BK LTD	ADR	$114,630	($6,871)	(5.66%)	2,368,884
CEMEX SAB DE CV	SPON ADR NEW	$104,007	$2,985	2.95%	8,414,845
GERDAU S A	SPON ADR REP PFD	$103,946	$1,584	1.55%	15,537,500
OI S.A.	SPN ADR REP PFD	$97,812	($12,592)	(11.41%)	40,925,563
COBALT INTL ENERGY INC	COM	$87,853	$2,586	3.03%	3,203,957
BRISTOL MYERS SQUIBB CO	COM	$86,535	($7,383)	(7.86%)	1,998,500
ARCOS DORADOS HOLDINGS ...	SHS CLASS -A -	$69,491	$42,377	156.29%	4,538,932
GOLDMAN SACHS GROUP INC	COM	$65,397	($7,434)	(10.21%)	413,432
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	$61,673	$1,118	1.85%	3,581,453
DANAHER CORP DEL	COM	$58,762	($7,135)	(10.83%)	929,050
BB&T CORP	COM	$56,741	($5,192)	(8.38%)	1,743,200
HALLIBURTON CO	COM	$55,074	($2,231)	(3.89%)	1,217,100
ENERSIS S A	SPONSORED ADR	$54,082	$19,233	55.19%	3,045,159
GOOGLE INC	CL A	$50,754	($6,182)	(10.86%)	55,824
SCHLUMBERGER LTD	COM	$48,331	($10,225)	(17.46%)	638,114
ORACLE CORP	COM	$45,550	($4,095)	(8.25%)	1,300,300

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