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
$408M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$25.1M
3
+$5.57M
4
META icon
Meta Platforms (Facebook)
META
+$4.07M
5
TAL icon
TAL Education Group
TAL
+$4.07M

Top Sells

1
+$2.72M

Sector Composition

1 Consumer Discretionary 64.39%
2 Communication Services 28.63%
3 Healthcare 5.17%
4 Consumer Staples 1%
5 Technology 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.61T
$111M 27.23%
2,293,820
+517,620
META icon
2
Meta Platforms (Facebook)
META
$1.57T
$104M 25.62%
691,648
+26,948
BABA icon
3
Alibaba
BABA
$397B
$100M 24.59%
711,450
+294,750
TSLA icon
4
Tesla
TSLA
$1.43T
$20.5M 5.03%
850,455
TCOM icon
5
Trip.com Group
TCOM
$45.9B
$15.6M 3.82%
289,002
+58,400
JD icon
6
JD.com
JD
$45.1B
$15.2M 3.72%
386,661
+142,000
ISRG icon
7
Intuitive Surgical
ISRG
$199B
$12.4M 3.04%
119,205
+34,605
WB icon
8
Weibo
WB
$2.56B
$11.8M 2.9%
177,695
REGN icon
9
Regeneron Pharmaceuticals
REGN
$69.1B
$8.69M 2.13%
17,689
+7,889
TAL icon
10
TAL Education Group
TAL
$7.14B
$4.07M 1%
+199,530
JKS
11
JinkoSolar
JKS
$1.46B
$3.21M 0.79%
+154,525
IRDM icon
12
Iridium Communications
IRDM
$1.76B
$458K 0.11%
41,456
NOAH
13
Noah Holdings
NOAH
$736M
$108K 0.03%
3,769
-94,989