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SRA

Summit Rock Advisors Portfolio holdings

AUM $76.1M
This Fund
S&P 500
This Quarter Est. Return
-18.95%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228K
AUM Growth
–
Cap. Flow
+$258K
Cap. Flow %
112.93%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$258K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KWEB icon
1
KraneShares CSI China Internet ETF
KWEB
$5.14B
$228K 100%
+6,708
New +$258K

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SWM
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Summit Rock Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Summit Rock Advisors held 1 position worth $228K. Its ten largest holdings account for 100% of the portfolio.

Summit Rock Advisors deployed $258K of net new capital in Q4 2025, opening 1 new position. Its largest new stake was KraneShares CSI China Internet ETF: 6,708 shares worth $228K.

  • Summit Rock Advisors's largest Q4 2025 buy was KraneShares CSI China Internet ETF: 6,708 shares worth $228K.
  • Summit Rock Advisors's ten largest holdings make up 100% of its $228K portfolio in Q4 2025.
  • Summit Rock Advisors opened 1 new position and closed 0 in Q4 2025.

Based on Summit Rock Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.