原标题：您是否购买了9位“顶尖”基金经理的前10名股票？
概要
[Haveyouboughtthetop10stocksof9″top-flow”fundmanagers?】Becauseafundmanagermanagesmorethanonefundwepickoutallthefundsundereachmanagementtoseetheoverallposition(FinancialManagementWeekly)
Now starfundmanagerWhat do you like to buystockWhat? Rumor:
Recently, major funds have issued annual reports. Fund managers’ reports for the fourth quarter of 2020PositionThe situation is announced.
Which stocks did they buy? Which holdings have been increased and which have been reduced?
We selected 9 “top-flow” fund managers and sorted out their top 10 stocks.
Here, “top stream” refers to the fund managers of the 10 funds with the highest total subscription shares in the fourth quarter.
Since a fund manager manages more than one fund,We put each undermanagementAll the funds in the company have been picked up to see the overall position.
Start now (in order of “traffic” high and low).
NO.1
Zhang Kun
“Kun Kun is not old, blue chips are old”, Zhang Kun is the most popular fund manager recently. “Kun Kun” manages a total of 5 funds, among which E Fund Asia Selection isQDIIFund (not in thisstatisticsInside).
Holding keywords: white wine, white wine, white wine
Kweichow Moutai、Yanghe shares、Wuliangye、Luzhou Laojiao…Kun’s 4 funds are all heavily stocked with wine, wine and wine, which together account for allFund equity40% of it. Except for the reduction in the fourth quarter of 2020Yanghe shares, The rest are holdings. (By the way, the first column “number of funds held” refers to how many of Kun’s 4 funds hold the stock.)
NO.2
Wang Yanfei
A total of 3 funds are managed, of which the Oriental Red Royal Seal is divided into A shares and C shares for three years, belonging to one fund.
Position keywords:real estate、consumptionMedia
LOOK, Wang Yanfei sharply in the fourth quarter of 2020Add warehouseVanke,Poly Real EstateWaitReal estate stocks。
NO.3
Cai Songsong
A total of 2 funds are managed.
Keywords for holding positions: chip, semiconductor,information Technology
Someone asked why netizens gave Manager Cai the nickname “Scumbag”? Ha, it may be that it used to be not specific enough. Before 2018, the heavy stocks were all consumer and financial, but now they are all replaced by IT.The holding ratios of the heavily held stocks of the two funds under management are similar, with onlySanan OptoelectronicsMore “mysterious”, Lion and Xin reduced their holdings by more than 20 million shares, while Lion Growth increased their holdings by more than 38 million shares. Left hand in and right hand out?
NO.4
Dong Chengfei
A total of 2 funds are managed.
Position keywords:real estate、industry
Changes in heavy stocks in the fourth quarter of 2020 are relatively obvious, and someSanan Optoelectronics、Poly Real EstateAnd Vanke, the previous heavy stockZijin MiningwithSany Heavy IndustryAll have been reduced.
NO.5
Zhao Yu
A total of 4 funds are managed.
Keywords for holding positions: electrical equipment, chemical
NO.6
Liu Yanchun
A total of 6 funds are managed.
Keywords for holding positions: consumption, medical
NO.7
Sun Di
A total of 5 funds are managed (the C shares of the same fund are excluded from the table, the same below).
Keywords for holding positions: chemical, electrical, financial
NO.8
Qin Yi
A total of 5 funds are managed.
Keywords of holding positions: electrical, consumer, financial
NO.9
Xie Zhiyu
A total of 3 funds are managed.
Position keywords: consumption, media, finance
Do you still want to know which fund manager’s position is? Please deduct his/her name in the comment area.
(Article Source:Financial managementweekly)
(Editor in charge: DF064)
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