ACM
Ariose Capital Management Portfolio holdings
AUM
$158M
This Quarter Return
+27.83%
1 Year Return
+87.73%
3 Year Return
+123.12%
5 Year Return
+1,482.18%
10 Year Return
–
AUM
$366M
AUM Growth
+$366M
(+270%)
Cap. Flow
+$253M
Cap. Flow
% of AUM
68.98%
Top 10 Holdings %
Top 10 Hldgs %
96.25%
Holding
17
New
9
Increased
3
Reduced
1
Closed
3
Top Buys
| 1 |
NetEase
NTES
|
$104M |
| 2 |
Alibaba
BABA
|
$47.8M |
| 3 |
CBPO
China Biologic Products Holdings, Inc.
CBPO
|
$27.7M |
| 4 |
Baidu
BIDU
|
$20.9M |
| 5 |
MOMO
Hello Group
MOMO
|
$18.9M |
Top Sells
Sector Composition
| 1 | Communication Services | 48.61% |
| 2 | Consumer Staples | 19.52% |
| 3 | Consumer Discretionary | 18.72% |
| 4 | Financials | 1.91% |
| 5 | Healthcare | 0.34% |
