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2Xideas Portfolio holdings

AUM $255M
1-Year Est. Return 0.46%
This Fund
S&P 500
This Quarter Est. Return
-4.93%
1 Year Est. Return
+0.46%
3 Year Est. Return
+33.96%
5 Year Est. Return
+43.71%
10 Year Est. Return
–
AUM
$255M
AUM Growth
-$102M
Cap. Flow
-$80.8M
Cap. Flow %
-31.64%
Top 10 Hldgs %
60.38%
Holding
53
New
3
Increased
8
Reduced
36
Closed
6

Top Buys

1
HLN icon
Haleon
HLN
+$4.55M
2
DSGX icon
Descartes Systems
DSGX
+$3.92M
3
ALC icon
Alcon
ALC
+$2.32M
4
HUBB icon
Hubbell
HUBB
+$1.96M
5
GLBE icon
Global E Online
GLBE
+$849K

Top Sells

1
ICE icon
Intercontinental Exchange
ICE
+$10.5M
2
ADSK icon
Autodesk
ADSK
+$7.37M
3
CSGP icon
CoStar Group
CSGP
+$7.28M
4
FTNT icon
Fortinet
FTNT
+$7.25M
5
EW icon
Edwards Lifesciences
EW
+$6.35M

Sector Composition

1 Healthcare 28.97%
2 Technology 25.54%
3 Financials 21.33%
4 Industrials 12.71%
5 Consumer Discretionary 5.75%

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