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
$247M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$35.5M

Top Sells

1
+$46.6M

Sector Composition

1 Consumer Discretionary 72.79%
2 Communication Services 24.77%
3 Healthcare 1.4%
4 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.9M 29.88%
1,765,000
+1,052,000
2
$53.5M 21.61%
416,700
3
$35.5M 14.34%
+335,200
4
$27.7M 11.21%
1,062,861
5
$25.6M 10.33%
548,752
6
$17.4M 7.03%
1,277,745
-3,429,000
7
$7.81M 3.16%
155,795
8
$3.46M 1.4%
8,600
9
$2.58M 1.04%
98,758