SH

SeaTown Holdings Portfolio holdings

AUM $170M
1-Year Est. Return 31.34%
This Quarter Est. Return
1 Year Est. Return
+31.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$46.4M
2 +$32.2M
3 +$27.9M
4
MR
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
+$24.1M
5
DD icon
DuPont de Nemours
DD
+$23.8M

Top Sells

1 +$254M
2 +$43.1M
3 +$39.5M
4
HOUS icon
Anywhere Real Estate
HOUS
+$22.4M
5
MCD icon
McDonald's
MCD
+$22.1M

Sector Composition

1 Consumer Discretionary 40.84%
2 Materials 22.93%
3 Financials 8.51%
4 Healthcare 5.89%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-202,981
27
-135,850
28
-492,216
29
-226,462
30
-50,400
31
-140,750
32
-1,300,300