OWP
Old Well Partners Portfolio holdings
AUM
$4.55M
This Quarter Return
-5.94%
1 Year Return
+27.34%
3 Year Return
+93.08%
5 Year Return
+333.64%
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(-12%)
Cap. Flow
-$8.92M
Cap. Flow
% of AUM
-4.6%
Top 10 Holdings %
Top 10 Hldgs %
65.54%
Holding
52
New
13
Increased
9
Reduced
3
Closed
12
Top Buys
| 1 |
ZTO Express
ZTO
|
$12.4M |
| 2 |
TSMC
TSM
|
$7.48M |
| 3 |
VYGG
Vy Global Growth
VYGG
|
$4.85M |
| 4 |
StoneCo
STNE
|
$2.33M |
| 5 |
Pinduoduo
PDD
|
$2.28M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 37.69% |
| 2 | Technology | 25.2% |
| 3 | Healthcare | 15.48% |
| 4 | Financials | 10.95% |
| 5 | Industrials | 6.39% |