OWP

Old Well Partners Portfolio holdings

AUM $4.55M
1-Year Est. Return 27.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.75%
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
+$12.8M
2
+$12.5M
3
+$11.7M
4
STNE icon
StoneCo
STNE
+$8.19M
5
FUTU icon
Futu Holdings
FUTU
+$8.12M

Top Sells

1
+$5.84M
2
+$4.73M
3
+$2.48M
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
51
– –
-622
52
– –
-984
53
– –
-15
54
– –
-425
55
– –
-13,200
56
– –
-20,600
1 2
3