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
$1.06B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$36.9M
2 +$2.22M
3 +$2.15M
4
UNH icon
UnitedHealth
UNH
+$1.77M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.45M

Top Sells

1 +$15M
2 +$11.2M
3 +$7.93M
4
FISV
Fiserv Inc
FISV
+$7.8M
5
MSFT icon
Microsoft
MSFT
+$7.53M

Sector Composition

1 Consumer Discretionary 73.83%
2 Healthcare 6.87%
3 Technology 4.7%
4 Consumer Staples 2.84%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,317