JAMH

Junson Asset Management (HK) Portfolio holdings

AUM $147M
1-Year Est. Return 33.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-33.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$31.8M
2 +$25.6M
3 +$16.1M
4
MSFT icon
Microsoft
MSFT
+$15.5M
5
SNOW icon
Snowflake
SNOW
+$10.1M

Top Sells

1 +$28.4M
2 +$9.47M
3 +$8.94M
4
CRWD icon
CrowdStrike
CRWD
+$8.92M
5
ADBE icon
Adobe
ADBE
+$7.02M

Sector Composition

1 Technology 62.9%
2 Consumer Discretionary 14.67%
3 Communication Services 12.52%
4 Financials 5.36%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-66,000