FI

Fosun International Portfolio holdings

AUM $360M
1-Year Est. Return 38.28%
This Quarter Est. Return
1 Year Est. Return
+38.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$713M
AUM Growth
-$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$298K
3
+$283K
4
YUM icon
Yum! Brands
YUM
+$201K
5
UNH icon
UnitedHealth
UNH
+$144K

Top Sells

1
+$2.22M
2
+$1.54M
3
+$1.36M
4
MSFT icon
Microsoft
MSFT
+$824K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$707K

Sector Composition

1 Consumer Discretionary 58.58%
2 Healthcare 15.87%
3 Technology 7.16%
4 Consumer Staples 7.08%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.33%
8,886
+1,130
27
$2.32M 0.32%
19,350
-5,908
28
$2.13M 0.3%
9,687
-1,870
29
$2.01M 0.28%
4,135
+700
30
$2M 0.28%
46,782
31
$1.9M 0.27%
33,562
32
$1.83M 0.26%
554,148
33
$1.81M 0.25%
26,376
+4,120
34
$1.73M 0.24%
19,331
35
$1.68M 0.24%
8,619
36
$1.33M 0.19%
743,935
37
$1.33M 0.19%
3,310
38
$1.26M 0.18%
35,937
39
$1.09M 0.15%
11,067
40
$953K 0.13%
7,553
-2,310
41
$898K 0.13%
8,900
42
$875K 0.12%
62,130
43
$694K 0.1%
2,318
+480
44
$671K 0.09%
9,750
45
$648K 0.09%
2,435
46
$621K 0.09%
7,425
-16,223
47
$603K 0.08%
3,050
48
$570K 0.08%
7,685
49
$519K 0.07%
2,730
50
$417K 0.06%
3,500
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