OWP

Old Well Partners Portfolio holdings

AUM $4.55M
1-Year Est. Return 27.34%
This Quarter Est. Return
1 Year Est. Return
+27.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12M
3
+$10.5M
4
STNE icon
StoneCo
STNE
+$10.3M
5
FUTU icon
Futu Holdings
FUTU
+$9.87M

Top Sells

1
+$5.84M
2
+$4.42M
3
+$2.46M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.51M
5
AMRC icon
Ameresco
AMRC
+$1.31M

Sector Composition

1 Consumer Discretionary 44.05%
2 Technology 19.21%
3 Communication Services 9.15%
4 Healthcare 8.69%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$403K 0.21%
+12,412
27
$374K 0.19%
+2,545
28
$311K 0.16%
20,780
+1,980
29
$279K 0.14%
+4,532
30
$269K 0.14%
+2,960
31
$264K 0.14%
+7,700
32
$247K 0.13%
+3,450
33
$235K 0.12%
+4,288
34
$231K 0.12%
+2,619
35
$226K 0.12%
+5,668
36
$205K 0.11%
+4,642
37
$194K 0.1%
13,833
-6,167
38
$183K 0.09%
14,300
39
$162K 0.08%
+10,023
40
$159K 0.08%
+12,210
41
$141K 0.07%
12,954
42
$119K 0.06%
+540
43
– –
-14,666
44
– –
-622
45
– –
-984
46
– –
-15
47
– –
-23,537
48
– –
-17,575
49
– –
-425
50
– –
-13,200
1
2
3