AC
AMANSA Capital Portfolio holdings
AUM
$386M
This Quarter Return
+6.83%
1 Year Return
+19.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$391M
AUM Growth
+$391M
(+2.6%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-3.57%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
1
Top Buys
| 1 |
ICICI Bank
IBN
|
$26.9M |
Top Sells
| 1 |
Cognizant
CTSH
|
$40.8M |
Sector Composition
| 1 | Financials | 53.43% |
| 2 | Consumer Discretionary | 46.57% |
| 3 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
ICICI Bank
IBN
$113B
| $209M | 53.43% |
6,992,159
+900,000
| +15% | +$26.9M |
|
2
MakeMyTrip
MMYT
$9.4B
| $182M | 46.57% |
1,957,320
| – | – |
|
|
3
Cognizant
CTSH
$35.3B
| – | – |
-600,000
| Closed | -$40.8M |
|