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FI

Fosun International Portfolio holdings

AUM $399M
1-Year Est. Return 16.11%
This Fund
S&P 500
This Quarter Est. Return
-2.58%
1 Year Est. Return
-16.11%
3 Year Est. Return
+16.92%
5 Year Est. Return
-0.68%
10 Year Est. Return
+98.52%
AUM
$360M
AUM Growth
+$4.59M
Cap. Flow
+$389M
Cap. Flow %
108.18%
Top 10 Hldgs %
88.84%
Holding
60
New
12
Increased
9
Reduced
11
Closed
6

Top Buys

Rank Stock Value
1
KKR.PRD
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
+$206M
2
ARES.PRB
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
+$151M
3
INDA icon
iShares MSCI India ETF
INDA
+$64.9M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$14.7M
5
CHA
Chagee Holdings Ltd
CHA
+$1.16M

Top Sells

Rank Stock Value
1
NATR icon
Nature's Sunshine
NATR
+$38.6M
2
MCHI icon
iShares MSCI China ETF
MCHI
+$8.4M
3
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.36M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$607K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 56.22%
2 Healthcare 7.82%
3 Technology 3.72%
4 Communication Services 2.42%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
26
Synopsys
SNPS
$73.5B
$747K 0.21%
1,457
+733
+101% +$342K
TMO icon
27
Thermo Fisher Scientific
TMO
$214B
$700K 0.19%
1,726
+900
+109% +$376K
AJG icon
28
Arthur J. Gallagher & Co
AJG
$68.2B
$664K 0.18%
2,075
-1,159
-36% -$382K
BABA icon
29
Alibaba
BABA
$276B
$616K 0.17%
5,430
+2,200
+68% +$260K
AS icon
30
Amer Sports
AS
$20.9B
$601K 0.17%
+15,500
New +$477K
AON icon
31
Aon
AON
$81.4B
$598K 0.17%
+1,677
New +$608K
LOW icon
32
Lowe's Companies
LOW
$122B
$569K 0.16%
2,566
– –
CB icon
33
Chubb
CB
$141B
$566K 0.16%
1,954
– –
WM icon
34
Waste Management
WM
$96.1B
$549K 0.15%
2,401
– –
SPGI icon
35
S&P Global
SPGI
$125B
$519K 0.14%
985
– –
XEL icon
36
Xcel Energy
XEL
$50.1B
$485K 0.13%
7,122
-3,609
-34% -$250K
SYY icon
37
Sysco
SYY
$40.8B
$468K 0.13%
6,224
– –
BDX icon
38
Becton Dickinson
BDX
$45.8B
$434K 0.12%
2,520
– –
AVGO icon
39
Broadcom
AVGO
$1.81T
$420K 0.12%
1,523
-1,566
-51% -$340K
TECK icon
40
Teck Resources
TECK
$28.8B
$409K 0.11%
10,132
– –
LIN icon
41
Linde
LIN
$236B
$403K 0.11%
860
– –
OXY icon
42
Occidental Petroleum
OXY
$53.6B
$370K 0.1%
8,797
– –
CRM icon
43
Salesforce
CRM
$149B
$355K 0.1%
+1,302
New +$348K
TMUS icon
44
T-Mobile US
TMUS
$196B
$320K 0.09%
1,343
– –
IFF icon
45
International Flavors & Fragrances
IFF
$20.2B
$320K 0.09%
4,347
– –
ADI icon
46
Analog Devices
ADI
$178B
$317K 0.09%
1,333
– –
TSM icon
47
TSMC
TSM
$2.03T
$293K 0.08%
1,295
– –
MRVL icon
48
Marvell Technology
MRVL
$157B
$289K 0.08%
+3,734
New +$233K
DE icon
49
Deere & Co
DE
$173B
$278K 0.08%
547
+60
+12% +$29.4K
ABBV icon
50
AbbVie
ABBV
$465B
$247K 0.07%
+1,340
New +$249K
1
2
3

Similar funds

NC
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T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
IAA
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PNFS
PW Nova Financial Services Newtown, Pennsylvania $399M AUM
THL
Tillman Hartley LLC Denver, Colorado $398M AUM 16.44% 1-Year Est. Return
MHC
May Hill Capital Cohasset, Massachusetts $398M AUM 23.9% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Fosun International's Q2 2025 Portfolio in Review

As of Q2 2025, Fosun International held 60 positions worth $360M, up 1.3% from $355M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Fosun International deployed $389M of net new capital in Q2 2025, opening 12 new positions and adding to 9 existing holdings. Its largest new stake was KKR & Co 6.25% Series D Preferred Stock: 4,200,000 shares worth $2.25M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 56% of assets, down from 62% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Nature's Sunshine, an estimated $38.6M trimmed.

  • Fosun International's largest Q2 2025 buy was KKR & Co 6.25% Series D Preferred Stock: 4,200,000 shares worth $2.25M.
  • Fosun International added most to Ares Management Corp 6.75% Series B Preferred Stock in Q2 2025, an estimated $151M increase.
  • Fosun International's biggest Q2 2025 reduction was Nature's Sunshine, cutting an estimated $38.6M.
  • Fosun International fully exited iShares Core S&P Small-Cap ETF in Q2 2025, selling an estimated $1.36M.
  • Fosun International's ten largest holdings make up 89% of its $360M portfolio in Q2 2025.
  • Fosun International opened 12 new positions and closed 6 in Q2 2025.
  • Fosun International's portfolio value rose 1.3% quarter-over-quarter to $360M.

Based on Fosun International's 13F filing for Q2 2025, filed 14 Aug 2025.