EFMH

E Fund Management (HK) Portfolio holdings

AUM $164M
1-Year Est. Return 21.9%
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1 +$6.53M
2 +$5.56M
3 +$5.46M
4
AMZN icon
Amazon
AMZN
+$3.07M
5
AVGO icon
Broadcom
AVGO
+$2.32M

Top Sells

1 +$1.7M
2 +$426K
3 +$406K
4
YALA
Yalla Group
YALA
+$380K
5
WDH
Waterdrop
WDH
+$372K

Sector Composition

1 Consumer Discretionary 35.25%
2 Technology 21%
3 Communication Services 14.75%
4 Financials 1.9%
5 Industrials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JPM icon
151
JPMorgan Chase
JPM
$838B
$8.2K 0.01%
+26
LULU icon
152
lululemon athletica
LULU
$21.6B
$6.94K ﹤0.01%
39
V icon
153
Visa
V
$636B
$6.49K ﹤0.01%
+19
LLY icon
154
Eli Lilly
LLY
$936B
$5.34K ﹤0.01%
+7
XOM icon
155
Exxon Mobil
XOM
$487B
$4.62K ﹤0.01%
+41
ABBV icon
156
AbbVie
ABBV
$397B
$3.94K ﹤0.01%
+17
MA icon
157
Mastercard
MA
$490B
$2.84K ﹤0.01%
+5
WMT icon
158
Walmart
WMT
$896B
$2.78K ﹤0.01%
+27
JNJ icon
159
Johnson & Johnson
JNJ
$495B
$2.78K ﹤0.01%
+15
OTIS icon
160
Otis Worldwide
OTIS
$34B
$2.38K ﹤0.01%
+26
PG icon
161
Procter & Gamble
PG
$341B
$2.31K ﹤0.01%
+15
MRK icon
162
Merck
MRK
$251B
$2.27K ﹤0.01%
+27
HUBB icon
163
Hubbell
HUBB
$22.7B
$2.15K ﹤0.01%
+5
GE icon
164
GE Aerospace
GE
$305B
$2.11K ﹤0.01%
7
-556
DD icon
165
DuPont de Nemours
DD
$16.6B
$1.95K ﹤0.01%
+60
CVX icon
166
Chevron
CVX
$300B
$1.86K ﹤0.01%
+12
AWK icon
167
American Water Works
AWK
$25.5B
$1.81K ﹤0.01%
+13
WTW icon
168
Willis Towers Watson
WTW
$30.2B
$1.73K ﹤0.01%
+5
WEC icon
169
WEC Energy
WEC
$35.2B
$1.72K ﹤0.01%
+15
WFC icon
170
Wells Fargo
WFC
$271B
$1.68K ﹤0.01%
+20
PM icon
171
Philip Morris
PM
$241B
$1.62K ﹤0.01%
+10
ANET icon
172
Arista Networks
ANET
$160B
$1.6K ﹤0.01%
+11
GS icon
173
Goldman Sachs
GS
$245B
$1.59K ﹤0.01%
+2
KO icon
174
Coca-Cola
KO
$304B
$1.59K ﹤0.01%
+24
ACGL icon
175
Arch Capital
ACGL
$33.6B
$1.54K ﹤0.01%
+17