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YI
YM Investment Portfolio holdings
AUM
$234M
This Fund
S&P 500
This Quarter
Est. Return
+33.97%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$570M
AUM Growth
–
Cap. Flow
+$774M
Cap. Flow
% of AUM
135.81%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DL
China Distance Education Holdings Limited
DL
|
+$406M |
| 2 |
Autohome
ATHM
|
+$368M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 77.78% |
| 2 | Consumer Staples | 22.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Autohome
ATHM
$2.62B
| $443M | 77.78% |
+12,112,212
| New | +$368M |
|
|
DL
2
DELISTED
China Distance Education Holdings Limited
DL
| $127M | 22.22% |
+27,091,153
| New | +$406M |
|
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YM Investment's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for YM Investment, which disclosed 2 positions worth $570M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is China Distance Education Holdings Limited: 27,091,153 shares worth $127M.
By sector, the portfolio is most concentrated in Communication Services at 78% of assets, followed by Consumer Staples.
- YM Investment's largest Q4 2013 buy was China Distance Education Holdings Limited: 27,091,153 shares worth $127M.
- YM Investment's ten largest holdings make up 100% of its $570M portfolio in Q4 2013.
- YM Investment disclosed 2 positions in Q4 2013, its first 13F filing on record.
Based on YM Investment's 13F filing for Q4 2013, filed 21 Jan 2014.