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
MCD icon
176
McDonald's
MCD
$214B
$1.52K ﹤0.01%
+5
RTX icon
177
RTX Corp
RTX
$226B
$1.51K ﹤0.01%
+9
ABT icon
178
Abbott
ABT
$220B
$1.47K ﹤0.01%
+11
KEY icon
179
KeyCorp
KEY
$20B
$1.46K ﹤0.01%
+78
TMO icon
180
Thermo Fisher Scientific
TMO
$218B
$1.46K ﹤0.01%
+3
DOC icon
181
Healthpeak Properties
DOC
$12.5B
$1.46K ﹤0.01%
+76
AXP icon
182
American Express
AXP
$248B
$1.33K ﹤0.01%
+4
A icon
183
Agilent Technologies
A
$42.1B
$1.28K ﹤0.01%
+10
MS icon
184
Morgan Stanley
MS
$269B
$1.27K ﹤0.01%
+8
DIS icon
185
Walt Disney
DIS
$187B
$1.26K ﹤0.01%
+11
T icon
186
AT&T
T
$181B
$1.24K ﹤0.01%
+44
GEV icon
187
GE Vernova
GEV
$163B
$1.23K ﹤0.01%
+2
ASHR icon
188
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.65B
$1.22K ﹤0.01%
37
C icon
189
Citigroup
C
$185B
$1.22K ﹤0.01%
+12
BLK icon
190
Blackrock
BLK
$161B
$1.17K ﹤0.01%
+1
STT icon
191
State Street
STT
$33.2B
$1.16K ﹤0.01%
+10
AMT icon
192
American Tower
AMT
$82.3B
$1.15K ﹤0.01%
+6
VZ icon
193
Verizon
VZ
$171B
$1.14K ﹤0.01%
+26
TSCO icon
194
Tractor Supply
TSCO
$28.1B
$1.14K ﹤0.01%
+20
ETN icon
195
Eaton
ETN
$129B
$1.12K ﹤0.01%
+3
IP icon
196
International Paper
IP
$20B
$1.11K ﹤0.01%
+24
SYK icon
197
Stryker
SYK
$140B
$1.11K ﹤0.01%
+3
BA icon
198
Boeing
BA
$156B
$1.08K ﹤0.01%
+5
SCHW icon
199
Charles Schwab
SCHW
$164B
$1.05K ﹤0.01%
+11
TJX icon
200
TJX Companies
TJX
$167B
$1.01K ﹤0.01%
+7