KM

Kylin Management Portfolio holdings

AUM $173M
1-Year Est. Return 39.51%
This Quarter Est. Return
1 Year Est. Return
-39.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$29.4M
3
+$20.9M
4
YOKU
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
+$15M
5
LKM
Link Motion Inc.
LKM
+$7.55M

Top Sells

1
+$53.7M
2
+$19.8M

Sector Composition

1 Technology 68.52%
2 Consumer Discretionary 18.88%
3 Communication Services 7.93%
4 Financials 1.69%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$239M 64.47%
2,869,100
-237,700
2
$48.9M 13.22%
1,537,800
+1,007,100
3
$29.4M 7.93%
+627,800
4
$20.9M 5.66%
+3,688,000
5
$15M 4.04%
+546,300
6
$7.55M 2.04%
+346,500
7
$6.27M 1.69%
+1,335,600
8
$3.48M 0.94%
+408,614
9
– –
-2,424,700