RCW

Rheos Capital Works Portfolio holdings

AUM $1.74B
1-Year Est. Return 42.14%
This Quarter Est. Return
1 Year Est. Return
+42.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$68.6M
2 +$62.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 52.17%
2 Consumer Discretionary 47.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$68.6M 52.17%
+800,000
2
$62.9M 47.83%
+1,060,000