GAMH

Greenwoods Asset Management (HK) Portfolio holdings

AUM $2.87B
1-Year Est. Return 45.37%
This Quarter Est. Return
1 Year Est. Return
+45.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
-$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$135M
3
+$135M
4
NTES icon
NetEase
NTES
+$74.2M
5
YMM icon
Full Truck Alliance
YMM
+$37.9M

Top Sells

1
+$115M
2
+$106M
3
+$59.4M
4
PDD icon
Pinduoduo
PDD
+$37.8M
5
MSFT icon
Microsoft
MSFT
+$36.9M

Sector Composition

1 Communication Services 33.23%
2 Consumer Discretionary 30.56%
3 Real Estate 10.85%
4 Industrials 6.73%
5 Technology 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.46M 0.28%
5,472,601
27
$5.18M 0.22%
+57,686
28
$4.56M 0.2%
20,600
29
$3.78M 0.16%
143,090
30
$2.47M 0.11%
1,247,483
31
$2.23M 0.1%
83,644
32
$1.86M 0.08%
525,000
33
$880K 0.04%
+54,206
34
$723K 0.03%
289,000
-214,900
35
$628K 0.03%
+1,720
36
$194K 0.01%
70,198
-14,080
37
– –
-984,500
38
– –
-601,000
39
– –
-279,761
40
– –
-218,370
1
2