KCM
Keywise Capital Management Portfolio holdings
AUM
$220M
This Quarter Return
+12.81%
1 Year Return
+21.27%
3 Year Return
+216.04%
5 Year Return
+459.5%
10 Year Return
–
AUM
$484M
AUM Growth
+$484M
(+16%)
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
8.2%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
17
New
2
Increased
6
Reduced
1
Closed
7
Top Buys
| 1 |
WUBA
58.COM INC
WUBA
|
$96.5M |
| 2 |
Canadian Solar
CSIQ
|
$54.5M |
| 3 |
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
|
$29.2M |
| 4 |
HIMX
Himax Technologies
HIMX
|
$19.6M |
| 5 |
JD.com
JD
|
$9.49M |
Top Sells
Sector Composition
| 1 | Technology | 41.31% |
| 2 | Consumer Discretionary | 38.75% |
| 3 | Communication Services | 0% |
| 4 | Industrials | 0% |
