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GML

Gems Management Ltd Portfolio holdings

AUM $70.5M
This Fund
S&P 500
This Quarter Est. Return
+8.22%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.7M
AUM Growth
Cap. Flow
+$39.6M
Cap. Flow %
97.34%
Top 10 Hldgs %
49.69%
Holding
32
New
32
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 20.14%
2 Consumer Discretionary 2.91%
3 Industrials 2.87%
4 Communication Services 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DXJ icon
1
WisdomTree Japan Hedged Equity Fund
DXJ
$7.07B
$5.61M 13.8%
+123,091
New +$5.75M
XIV
2
DELISTED
VelocityShares Daily Inverse VIX Short Term ETN
XIV
$2.42M 5.95%
+121,245
New +$2.71M
XLY icon
3
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$1.89M 4.64%
+66,976
New +$1.85M
KRE icon
4
State Street SPDR S&P Regional Banking ETF
KRE
$4.51B
$1.89M 4.63%
+55,635
New +$1.78M
USO icon
5
United States Oil Fund
USO
$2.15B
$1.73M 4.26%
+6,340
New +$1.7M
YCS icon
6
ProShares UltraShort Yen
YCS
$31.5M
$1.59M 3.9%
+99,096
New +$1.59M
AMJ
7
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$1.44M 3.55%
+30,944
New +$1.43M
EWJ icon
8
iShares MSCI Japan ETF
EWJ
$21.2B
$1.27M 3.13%
+28,340
New +$1.28M
SONY icon
9
Sony
SONY
$137B
$1.19M 2.92%
+280,710
New +$1.05M
BKNG icon
10
Booking.com
BKNG
$156B
$1.19M 2.91%
+35,875
New +$1.1M
AMD icon
11
Advanced Micro Devices
AMD
$700B
$1.18M 2.9%
+289,216
New +$1M
MU icon
12
Micron Technology
MU
$835B
$1.18M 2.9%
+82,288
New +$912K
ADBE icon
13
Adobe
ADBE
$105B
$1.17M 2.88%
+25,691
New +$1.14M
CSCO icon
14
Cisco
CSCO
$443B
$1.17M 2.87%
+48,010
New +$1.08M
XRX icon
15
Xerox
XRX
$345M
$1.17M 2.87%
+48,781
New +$1.14M
ALU
16
DELISTED
Alcatel-Lucent
ALU
$1.16M 2.85%
+663,352
New +$991K
NFLX icon
17
Netflix
NFLX
$307B
$1.16M 2.85%
+384,230
New +$1.14M
XLU icon
18
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$1.15M 2.83%
+61,126
New +$1.2M
HPQ icon
19
HP
HPQ
$26B
$1.15M 2.82%
+101,992
New +$1.04M
UCO icon
20
ProShares Ultra Bloomberg Crude Oil
UCO
$432M
$1.13M 2.77%
+599
New +$1.09M
EEV icon
21
ProShares Trust UltraShort MSCI Emerging Markets
EEV
$2.68M
$1.1M 2.7%
+4,214
New +$997K
SSO icon
22
ProShares Ultra S&P500
SSO
$7.52B
$896K 2.2%
+186,880
New +$901K
SRS icon
23
ProShares UltraShort Real Estate
SRS
$14.8M
$722K 1.77%
+1,063
New +$667K
SMN icon
24
ProShares UltraShort Materials
SMN
$3.97M
$721K 1.77%
+847
New +$684K
EPV icon
25
ProShares UltraShort FTSE Europe
EPV
$11.6M
$720K 1.77%
+1,506
New +$688K

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Gems Management Ltd's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Gems Management Ltd, which disclosed 32 positions worth $40.7M. Its ten largest holdings account for 50% of the portfolio.

Its largest position is WisdomTree Japan Hedged Equity Fund: 123,091 shares worth $5.61M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, followed by Consumer Discretionary and Industrials.

  • Gems Management Ltd's largest Q2 2013 buy was WisdomTree Japan Hedged Equity Fund: 123,091 shares worth $5.61M.
  • Gems Management Ltd's ten largest holdings make up 50% of its $40.7M portfolio in Q2 2013.
  • Gems Management Ltd disclosed 32 positions in Q2 2013, its first 13F filing on record.

Based on Gems Management Ltd's 13F filing for Q2 2013, filed 8 Aug 2013.