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
$491M
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$331K
3
+$223K
4
NEE icon
NextEra Energy
NEE
+$207K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.2K

Top Sells

1
+$6.6M
2
+$6.4M
3
+$6.39M
4
INTC icon
Intel
INTC
+$5.97M
5
PFE icon
Pfizer
PFE
+$5.74M

Sector Composition

1 Consumer Discretionary 51.75%
2 Healthcare 31.04%
3 Consumer Staples 10.48%
4 Technology 2.84%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-40,230
52
– –
-104,146
53
– –
-41,542
54
– –
-168,049
55
– –
-30,476
56
– –
-79,141
57
– –
-53,680
58
– –
-37,777
59
– –
-3,561
60
– –
-173,085
61
– –
-33,178
62
– –
-16,588
63
– –
-554,148
64
– –
-7,700
65
– –
-6,550
66
– –
-25,504
67
– –
-10,050
68
– –
-1,350
69
– –
-3,175
70
– –
-9,435
71
– –
-3,120
1 2
3