CIK: 0001727353
申报总市值
US$1.4亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group INC | 股票-工业 | 12.56% | +2.07% | -12.50% | |
| 2 | CP | Canadian Pacific Kansas City | 股票-工业 | 10.94% | — | +17.00% | |
| 3 | SHW | Sherwin-williams Co/the | 股票-原材料 | 10.69% | -0.35% | — | |
| 4 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 10.35% | — | +37.50% | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 10.08% | +2.22% | -28.57% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 8.89% | -2.13% | -41.18% | |
| 7 | WCN | Waste Connections INC | 股票-工业 | 8.82% | -0.40% | — | |
| 8 | GE | General Electric | 股票-工业 | 7.85% | +2.09% | +188.89% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.16% | — | +30.30% | |
| 10 | MCO | Moody's CORP | 股票-金融 | 6.93% | +3.53% | -42.31% | |
| 11 | SPGI | S&p Global INC | 股票-金融 | 5.73% | -5.06% | — |