JAMH

Junson Asset Management (HK) Portfolio holdings

AUM $147M
1-Year Est. Return 33.59%
This Quarter Est. Return
1 Year Est. Return
-33.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.75M
3
+$8.21M
4
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
+$7.61M
5
TWLO icon
Twilio
TWLO
+$7.44M

Top Sells

1
+$11.2M
2
+$8.13M
3
+$6.28M
4
DIS icon
Walt Disney
DIS
+$5.43M
5
ADBE icon
Adobe
ADBE
+$5.33M

Sector Composition

1 Technology 68.51%
2 Communication Services 10.93%
3 Consumer Discretionary 5.95%
4 Financials 4.69%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,551
77
– –
-61,000
78
– –
-15,000
79
– –
-25,000
80
– –
-3,525
81
– –
-40,000
82
– –
-11,000
1 2 3
4