SCP
Seafarer Capital Partners Portfolio holdings
AUM
$366M
This Quarter Return
+9.35%
1 Year Return
+28.02%
3 Year Return
+76.38%
5 Year Return
+184.15%
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+4.9%)
Cap. Flow
-$7.82M
Cap. Flow
% of AUM
-3.17%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
Infosys
INFY
|
$2.42M |
Top Sells
| 1 |
Banco Bradesco
BBD
|
$10.2M |
Sector Composition
| 1 | Technology | 65.41% |
| 2 | Financials | 34.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Infosys
INFY
$69.9B
| $143M | 58.15% |
9,821,000
+166,000
| +2% | +$2.42M |
|
|
2
Banco Bradesco
BBD
$31.9B
| $85.2M | 34.59% |
7,700,000
-925,000
| -11% | -$10.2M |
|
3
TSMC
TSM
$1.18T
| $17.9M | 7.26% |
476,739
| – | – |
|