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FI

Fosun International Portfolio holdings

AUM $446M
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
+31.6%
1 Year Est. Return
+13.33%
3 Year Est. Return
+41.32%
5 Year Est. Return
+5.19%
10 Year Est. Return
+180.06%
AUM
$446M
AUM Growth
+$47.7M
Cap. Flow
-$91M
Cap. Flow %
-20.38%
Top 10 Hldgs %
80.3%
Holding
81
New
15
Increased
11
Reduced
18
Closed
8

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.1M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$8.2M
3
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$8.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.04M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.41M

Top Sells

Rank Stock Value
1
CHA
Chagee Holdings Ltd
CHA
+$17M
2
GDX icon
VanEck Gold Miners ETF
GDX
+$4.54M
3
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$3.57M
4
MSFT icon
Microsoft
MSFT
+$3.31M
5
HSAI
Hesai Group
HSAI
+$2.55M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 42.54%
2 Miscellaneous 25.56%
3 Healthcare 20.59%
4 Technology 6.18%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JG
26
Aurora Mobile
JG
$38.6M
$1.9M 0.43%
405,199
– –
FXI icon
27
iShares China Large-Cap ETF
FXI
$4.23B
$1.89M 0.42%
59,853
+2,745
+5% +$97.8K
IWM icon
28
iShares Russell 2000 ETF
IWM
$80.8B
$1.87M 0.42%
6,208
+25
+0.4% +$7.03K
GS icon
29
Goldman Sachs
GS
$301B
$1.68M 0.38%
+1,658
New +$1.62M
ITT icon
30
ITT
ITT
$18.1B
$1.47M 0.33%
+7,448
New +$1.51M
GNRC icon
31
Generac Holdings
GNRC
$10.8B
$1.47M 0.33%
+5,005
New +$1.25M
MRVL icon
32
Marvell Technology
MRVL
$195B
$1.46M 0.33%
4,890
-2,409
-33% -$483K
QTUM icon
33
Defiance Quantum ETF
QTUM
$5.53B
$1.31M 0.29%
7,943
-1,173
-13% -$169K
INTC icon
34
Intel
INTC
$473B
$1.25M 0.28%
8,974
-2,560
-22% -$259K
ADI icon
35
Analog Devices
ADI
$175B
$1.24M 0.28%
3,121
+1,000
+47% +$396K
BUD icon
36
AB InBev
BUD
$158B
$1.14M 0.25%
+13,781
New +$1.08M
CAT icon
37
Caterpillar
CAT
$368B
$1.04M 0.23%
978
– –
NFLX icon
38
Netflix
NFLX
$340B
$1.04M 0.23%
14,526
– –
REMX icon
39
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.27B
$1.04M 0.23%
11,706
+4,112
+54% +$399K
NVT icon
40
nVent Electric
NVT
$24B
$966K 0.22%
+5,693
New +$888K
ABBV icon
41
AbbVie
ABBV
$451B
$961K 0.22%
3,817
– –
NDAQ icon
42
Nasdaq
NDAQ
$55.5B
$854K 0.19%
10,834
-9,516
-47% -$835K
WM icon
43
Waste Management
WM
$87.8B
$836K 0.19%
3,749
– –
MS icon
44
Morgan Stanley
MS
$337B
$706K 0.16%
3,377
– –
ASML icon
45
ASML
ASML
$651B
$696K 0.16%
350
– –
QSI icon
46
Quantum-Si Incorporated
QSI
$171M
$658K 0.15%
743,935
– –
UNH icon
47
UnitedHealth
UNH
$353B
$643K 0.14%
1,548
-5,163
-77% -$1.91M
BIDU icon
48
Baidu
BIDU
$32.9B
$643K 0.14%
5,629
-1,362
-19% -$169K
IXJ icon
49
iShares Global Healthcare ETF
IXJ
$4.31B
$636K 0.14%
6,461
– –
EWY icon
50
iShares MSCI South Korea ETF
EWY
$28B
$616K 0.14%
3,051
-854
-22% -$151K
1
2
3 4

Similar funds

WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
UB
Umpqua Bank Lake Oswego, Oregon $446M AUM 33.76% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return
ML
Maniro Ltd Nassau $446M AUM
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return

Fosun International's Q2 2026 Portfolio in Review

As of Q2 2026, Fosun International held 81 positions worth $446M, up 12% from $399M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Fosun International withdrew a net $91M in Q2 2026, closing 8 positions and reducing 18 holdings. Its most notable exit was State Street SPDR S&P Metals & Mining ETF, an estimated $3.57M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 43% of assets, down from 58% a quarter earlier, followed by Miscellaneous and Healthcare.

Against the trend, Fosun International opened a new position in State Street SPDR Portfolio S&P 500 ETF worth $12.5M.

  • Fosun International's largest Q2 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 142,160 shares worth $12.5M.
  • Fosun International added most to Broadcom in Q2 2026, an estimated $2.84M increase.
  • Fosun International's biggest Q2 2026 reduction was Chagee Holdings Ltd, cutting an estimated $17M.
  • Fosun International fully exited State Street SPDR S&P Metals & Mining ETF in Q2 2026, selling an estimated $3.57M.
  • Fosun International's ten largest holdings make up 80% of its $446M portfolio in Q2 2026.
  • Fosun International opened 15 new positions and closed 8 in Q2 2026.
  • Fosun International's portfolio value rose 12% quarter-over-quarter to $446M.

Based on Fosun International's 13F filing for Q2 2026, filed 12 Aug 2026.