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
$734M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$53M
2 +$34.1M
3 +$29.2M
4
MSCI icon
MSCI
MSCI
+$23.9M
5
TW icon
Tradeweb Markets
TW
+$16M

Top Sells

1 +$73.6M
2 +$37.4M
3 +$24.5M
4
HTHT icon
Huazhu Hotels Group
HTHT
+$23.5M
5
PYPL icon
PayPal
PYPL
+$19.9M

Sector Composition

1 Consumer Discretionary 30.4%
2 Financials 18.77%
3 Communication Services 15.34%
4 Consumer Staples 13.71%
5 Technology 13.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,000
77
-3,400
78
-96,000
79
-280,000
80
-250,000
81
-202,491
82
-18,300
83
-20,481