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FI

Fosun International Portfolio holdings

AUM $446M
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
+31.6%
1 Year Est. Return
+13.33%
3 Year Est. Return
+41.32%
5 Year Est. Return
+5.19%
10 Year Est. Return
+180.06%
AUM
$446M
AUM Growth
+$47.7M
Cap. Flow
-$91M
Cap. Flow %
-20.38%
Top 10 Hldgs %
80.3%
Holding
81
New
15
Increased
11
Reduced
18
Closed
8

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.1M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$8.2M
3
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$8.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.04M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.41M

Top Sells

Rank Stock Value
1
CHA
Chagee Holdings Ltd
CHA
+$17M
2
GDX icon
VanEck Gold Miners ETF
GDX
+$4.54M
3
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$3.57M
4
MSFT icon
Microsoft
MSFT
+$3.31M
5
HSAI
Hesai Group
HSAI
+$2.55M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 42.54%
2 Miscellaneous 25.56%
3 Healthcare 20.59%
4 Technology 6.18%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTMI icon
76
TTM Technologies
TTMI
$12.5B
– –
-2,500
Closed -$244K
XBI icon
77
State Street SPDR S&P Biotech ETF
XBI
$11.3B
– –
-7,323
Closed -$935K
XME icon
78
State Street SPDR S&P Metals & Mining ETF
XME
$4.74B
– –
-33,059
Closed -$3.57M
1 2 3
4

Similar funds

WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
UB
Umpqua Bank Lake Oswego, Oregon $446M AUM 33.76% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return
ML
Maniro Ltd Nassau $446M AUM
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return

Fosun International's Q2 2026 Portfolio in Review

As of Q2 2026, Fosun International held 81 positions worth $446M, up 12% from $399M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Fosun International withdrew a net $91M in Q2 2026, closing 8 positions and reducing 18 holdings. Its most notable exit was State Street SPDR S&P Metals & Mining ETF, an estimated $3.57M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 43% of assets, down from 58% a quarter earlier, followed by Miscellaneous and Healthcare.

Against the trend, Fosun International opened a new position in State Street SPDR Portfolio S&P 500 ETF worth $12.5M.

  • Fosun International's largest Q2 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 142,160 shares worth $12.5M.
  • Fosun International added most to Broadcom in Q2 2026, an estimated $2.84M increase.
  • Fosun International's biggest Q2 2026 reduction was Chagee Holdings Ltd, cutting an estimated $17M.
  • Fosun International fully exited State Street SPDR S&P Metals & Mining ETF in Q2 2026, selling an estimated $3.57M.
  • Fosun International's ten largest holdings make up 80% of its $446M portfolio in Q2 2026.
  • Fosun International opened 15 new positions and closed 8 in Q2 2026.
  • Fosun International's portfolio value rose 12% quarter-over-quarter to $446M.

Based on Fosun International's 13F filing for Q2 2026, filed 12 Aug 2026.