CIK: 0000929607
申报总市值
US$3.7亿
| # | 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 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 46.58% | +2.28% | +7.96% | |
| 2 | LW | Lamb Weston Holdings INC | 股票-非周期性消费 | 32.78% | +3.81% | +123.59% | |
| 3 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 10.74% | -0.06% | — | |
| 4 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 9.90% | -6.02% | +34.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IFF | Intl Flavors & Fragrances | — | NEW | 新建仓 |
| 2 | LW | Lamb Weston Holdings INC | — | NEW | 新建仓 |
| 3 | QSR | Restaurant Brands Intern | — | NEW | 新建仓 |
| 4 | EL | Estee Lauder Companies-cl A | — | NEW | 新建仓 |