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
$203M
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.25M
3
+$4.82M
4
AMZN icon
Amazon
AMZN
+$3.01M
5
JD icon
JD.com
JD
+$2.76M

Top Sells

1
+$14.9M
2
+$8.86M
3
+$4.92M
4
ONC
BeOne Medicines Ltd
ONC
+$4.4M
5
ZG icon
Zillow
ZG
+$1.94M

Sector Composition

1 Consumer Discretionary 39.61%
2 Technology 19.1%
3 Financials 14.33%
4 Communication Services 9.66%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,450
52
– –
-4,288
53
– –
-4,642
54
– –
-540
55
– –
-13,833
56
– –
-14,300
57
– –
-1,117
1 2
3