FI

Fosun International Portfolio holdings

AUM $267M
1-Year Est. Return 26.61%
This Quarter Est. Return
1 Year Est. Return
+26.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$2.22M
3
+$2.15M
4
UNH icon
UnitedHealth
UNH
+$1.77M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.45M

Top Sells

1
+$15M
2
+$11.2M
3
+$7.93M
4
FISV
Fiserv Inc
FISV
+$7.8M
5
MSFT icon
Microsoft
MSFT
+$7.53M

Sector Composition

1 Consumer Discretionary 73.83%
2 Healthcare 6.87%
3 Technology 4.7%
4 Consumer Staples 2.84%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.21%
25,370
27
$2.22M 0.21%
249,190
-1,683,401
28
$2.21M 0.21%
11,557
+7,572
29
$2.12M 0.2%
554,148
30
$1.94M 0.18%
19,331
-11,541
31
$1.92M 0.18%
7,756
-26,829
32
$1.76M 0.17%
33,562
-6,960
33
$1.75M 0.16%
46,782
+11,647
34
$1.7M 0.16%
8,619
-36,028
35
$1.52M 0.14%
23,648
+12,023
36
$1.51M 0.14%
22,256
+4,996
37
$1.37M 0.13%
3,435
+2,690
38
$1.31M 0.12%
35,937
39
$1.31M 0.12%
743,935
40
$1.16M 0.11%
11,067
+2,797
41
$1.14M 0.11%
3,310
+2,095
42
$1.11M 0.1%
9,863
-69,050
43
$949K 0.09%
62,130
-2,000
44
$828K 0.08%
8,900
-120,157
45
$594K 0.06%
7,685
+3,180
46
$565K 0.05%
5,420
+2,250
47
$561K 0.05%
+3,050
48
$560K 0.05%
9,750
+4,000
49
$547K 0.05%
+2,730
50
$528K 0.05%
+1,838
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