SCP
Seafarer Capital Partners Portfolio holdings
AUM
$366M
This Quarter Return
+5.3%
1 Year Return
+28.02%
3 Year Return
+76.38%
5 Year Return
+184.15%
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+1.9%)
Cap. Flow
-$5.84M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
Infosys
INFY
|
$162K |
Top Sells
| 1 |
Banco Bradesco
BBD
|
$6M |
Sector Composition
| 1 | Technology | 71% |
| 2 | Financials | 29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Infosys
INFY
$70B
| $159M | 63.48% |
9,831,000
+10,000
| +0.1% | +$162K |
|
|
2
Banco Bradesco
BBD
$31.9B
| $72.8M | 29% |
7,113,621
-586,379
| -8% | -$6M |
|
3
TSMC
TSM
$1.18T
| $18.9M | 7.52% |
476,739
| – | – |
|