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
$1.47B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$27.4M
3
+$23.1M
4
EDU icon
New Oriental
EDU
+$10.9M
5
YMM icon
Full Truck Alliance
YMM
+$4.82M

Top Sells

1
+$201M
2
+$79.3M
3
+$70.3M
4
ZTO icon
ZTO Express
ZTO
+$67.3M
5
JD icon
JD.com
JD
+$57.4M

Sector Composition

1 Consumer Discretionary 34.98%
2 Communication Services 22.98%
3 Real Estate 19.43%
4 Technology 8.94%
5 Financials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$157K 0.01%
70,198
27
– –
-20,600
28
– –
-6,136,400
29
– –
-1,582,000
30
– –
-5,472,601
31
– –
-6,267,765
32
– –
-8,715
33
– –
-76,500
1
2