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Portfolio (Quarterly) Guide ↗

BOCHK Asset Management Ltd

· CIK 0002010854
13F Portfolio $483.3B AUM 117 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 37 Added 17 Reduced 25 Exited
Page 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BTI BRITISH AMERN TOB PLC Consumer Defensive 300.0 $18K 0.00% NEW $58.47 +13.7%
Page 4 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Energy 14.2%
Financial Services 11.7%
Consumer Cyclical 10.8%
Communication Services 10.6%
Healthcare 5.4%
Consumer Defensive 4.9%
Industrials 2.9%
Utilities 1.8%
Real Estate 0.9%