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EFM

E Fund Management Portfolio holdings

AUM $4.46B
This Fund
S&P 500
This Quarter Est. Return
-20.83%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$233M
AUM Growth
–
Cap. Flow
+$278M
Cap. Flow %
119.29%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$278M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1
Alibaba
BABA
$294B
$233M 100%
+1,003,001
New +$278M

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E Fund Management's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for E Fund Management, which disclosed 1 position worth $233M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Alibaba: 1,003,001 shares worth $233M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 100% of assets.

  • E Fund Management's largest Q4 2020 buy was Alibaba: 1,003,001 shares worth $233M.
  • E Fund Management's ten largest holdings make up 100% of its $233M portfolio in Q4 2020.
  • E Fund Management disclosed 1 position in Q4 2020, its first 13F filing on record.

Based on E Fund Management's 13F filing for Q4 2020, filed 3 Feb 2021.