GAMH

Greenwoods Asset Management (HK) Portfolio holdings

AUM $4.44B
1-Year Est. Return 55.26%
This Quarter Est. Return
1 Year Est. Return
+55.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$71.6M
3
+$55.2M
4
NTES icon
NetEase
NTES
+$51.4M
5
PDD icon
Pinduoduo
PDD
+$32M

Top Sells

1
+$53.8M
2
+$40.6M
3
+$36.9M
4
GRAB icon
Grab
GRAB
+$27.3M
5
TSLA icon
Tesla
TSLA
+$4.4M

Sector Composition

1 Communication Services 30.1%
2 Consumer Discretionary 24.99%
3 Technology 21.16%
4 Consumer Staples 9.03%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$419K 0.02%
15,100
27
$265K 0.01%
700
-400
28
$143K 0.01%
32,627
-37,571
29
– –
-397,343
30
– –
-518,600
31
– –
-426,766
32
– –
-8,800
33
– –
-21,200
1
2