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
$935M
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1.11M
3 +$785K
4
CLVT icon
Clarivate
CLVT
+$725K
5
WFC icon
Wells Fargo
WFC
+$533K

Top Sells

1 +$32.7M
2 +$23.4M
3 +$14M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$8.8M
5
AMWL icon
American Well
AMWL
+$8.77M

Sector Composition

1 Healthcare 25.29%
2 Technology 8%
3 Consumer Staples 5.06%
4 Industrials 1.5%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$388M 41.51%
14,639,136
-880,364
2
$103M 10.98%
761,538
-242,102
3
$50.4M 5.38%
10,716,630
4
$43.5M 4.65%
21,521,301
5
$24.1M 2.58%
2,929,001
6
$15M 1.61%
64,511
-1,233
7
$10.9M 1.17%
78,347
+2,021
8
$9.35M 1%
41,961
-6,587
9
$9.04M 0.97%
99,547
+3,306
10
$8.85M 0.95%
129,057
11
$8.64M 0.92%
436,160
-15,287
12
$7.46M 0.8%
79,713
-8,840
13
$6.9M 0.74%
38,830
-4,177
14
$6.5M 0.7%
78,355
-3,294
15
$6.33M 0.68%
108,807
16
$6.32M 0.68%
22,796
+4,019
17
$6.03M 0.64%
35,373
-5,520
18
$5.28M 0.56%
55,155
+2,575
19
$4.94M 0.53%
57,405
20
$4.78M 0.51%
105,765
21
$4.5M 0.48%
55,318
22
$4.16M 0.44%
24,483
23
$4.11M 0.44%
102,652
-3,466
24
$3.9M 0.42%
30,899
-7,697
25
$3.88M 0.41%
11,818