SD

Sumway Development Portfolio holdings

AUM $427M
1-Year Est. Return 43.82%
This Quarter Est. Return
1 Year Est. Return
+43.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$97.2M
2 +$76.5M
3 +$23.7M
4
NOAH
Noah Holdings
NOAH
+$2.76M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 98.62%
2 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$97.2M 48.57%
+3,013,729
2
$76.5M 38.21%
+4,780,800
3
$23.7M 11.85%
+512,200
4
$2.76M 1.38%
+98,758