AC
AMANSA Capital Portfolio holdings
AUM
$386M
This Quarter Return
+11.35%
1 Year Return
+19.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$381M
AUM Growth
+$381M
(+31%)
Cap. Flow
+$57.6M
Cap. Flow
% of AUM
15.13%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
ICICI Bank
IBN
|
$57.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 46.08% |
| 2 | Consumer Discretionary | 43.21% |
| 3 | Technology | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
ICICI Bank
IBN
$113B
| $176M | 46.08% |
6,092,159
+2,000,000
| +49% | +$57.6M |
|
2
MakeMyTrip
MMYT
$9.4B
| $165M | 43.21% |
1,957,320
| – | – |
|
3
Cognizant
CTSH
$35.3B
| $40.8M | 10.71% |
600,000
| – | – |
|