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
$623M
AUM Growth
-$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.49M
3
+$1.42M
4
KVUE icon
Kenvue
KVUE
+$1.08M
5
TSM icon
TSMC
TSM
+$999K

Top Sells

1
+$4.33M
2
+$4.19M
3
+$3.6M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.33M

Sector Composition

1 Consumer Discretionary 56.3%
2 Healthcare 20.77%
3 Consumer Staples 9.71%
4 Technology 6.65%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.3%
8,115
-1,572
27
$1.77M 0.28%
20,400
+11,500
28
$1.63M 0.26%
3,560
-575
29
$1.42M 0.23%
+5,188
30
$1.33M 0.21%
16,421
-2,910
31
$1.25M 0.2%
3,430
+120
32
$1.23M 0.2%
743,935
33
$1.2M 0.19%
434,400
34
$1.14M 0.18%
8,680
-10,670
35
$1.08M 0.17%
+53,680
36
$1.03M 0.17%
554,148
37
$868K 0.14%
13,135
+5,450
38
$776K 0.12%
64,130
+2,000
39
$730K 0.12%
6,570
+3,070
40
$704K 0.11%
10,850
+5,100
41
$704K 0.11%
+3,380
42
$657K 0.11%
2,318
43
$645K 0.1%
8,230
+4,950
44
$635K 0.1%
5,500
-5,567
45
$597K 0.1%
+3,175
46
$582K 0.09%
+1,150
47
$568K 0.09%
+4,600
48
$565K 0.09%
+11,050
49
$542K 0.09%
+32,900
50
$524K 0.08%
+3,430
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