2

2Xideas Portfolio holdings

AUM $474M
1-Year Est. Return 5.49%
This Quarter Est. Return
1 Year Est. Return
+5.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$11.5M
3 +$10M
4
MASI icon
Masimo
MASI
+$4.49M
5
STNE icon
StoneCo
STNE
+$3.46M

Top Sells

1 +$14.1M
2 +$12.9M
3 +$10.2M
4
ICE icon
Intercontinental Exchange
ICE
+$7.23M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.24M

Sector Composition

1 Healthcare 28.66%
2 Technology 25.24%
3 Financials 18.1%
4 Industrials 9.17%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,416
77
-21,117