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ํฌ๋ฆฌ์Šค ๋ฐ์ด๋น„์Šค

Davis Selected Advisers

Davis Advisors๋Š” ์—ฌ๋Ÿฌ ์ž์‚ฐ๊ตฐ์— ๊ฑธ์ณ 600์–ต ๋‹ฌ๋Ÿฌ ์ด์ƒ์˜ ์ž์‚ฐ์„ ์šด์šฉํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ํฌ๋ฆฌ์Šค ๋ฐ์ด๋น„์Šค๋Š” Davis Financial Fund์˜ ํฌํŠธํด๋ฆฌ์˜ค ๋งค๋‹ˆ์ €์ž…๋‹ˆ๋‹ค.

๋ณด์œ  ์ฃผ์‹
์ž์‚ฐ ๊ทœ๋ชจ
% Top 10
112
$23.29B
48.77%
์ตœ์‹ 2026Q2
์ตœ๋‹ค ๋งค์ˆ˜DVN (US)
์ตœ๋‹ค ๋งค๋„CTRA (US)

์ฃผ์‹ ๊ฑฐ๋ž˜

์ „์ฒด

๋งค์ˆ˜

๋งค๋„

๋ฒˆํ˜ธ
์ด๋ฆ„
๋™์ž‘
๊ฑฐ๋ž˜ ์ฃผ์‹ ์ˆ˜
% ๋ณ€๋™๋ฅ 
์ด ๋ณด์œ  ์ฃผ์‹ ์ˆ˜
์‹œ๊ฐ€ ์ด์•ก (๋‚ ์งœ)
๋ฐœํ–‰์ผ
๊ด€์‹ฌ ๋ชฉ๋ก
Coterra Energy Ord Shs (US)
CTRA
๋‚˜๊ฐ€๊ธฐ
-37.12M
-100.00%
0.00
$0.00
2026-06-30
๎™›
JBS N.V.
๋งค์ˆ˜
+23.77M
+90.60%
50.02M
$592.69M
2026-06-30
๎™›
LyondellBasell Industries NV (US)
LYB
๋งค์ˆ˜
+3.10M
+55.40%
8.70M
$457.99M
2026-06-30
๎™›
4
Viatris Inc (US)
VTRS
๋งค๋„
-2.98M
-3.80%
75.23M
$1.19B
2026-06-30
๎™›
5
Teck Resources Ltd (US)
TECK
๋งค๋„
-2.22M
-21.00%
8.36M
$497.29M
2026-06-30
๎™›
6
Trip.com Group Ltd (US)
TCOM
๋งค์ˆ˜
+2.21M
+33.70%
8.76M
$349.05M
2026-06-30
๎™›
7
Full Truck Alliance Co Ltd (US)
YMM
๋งค๋„
-1.12M
-3.90%
27.64M
$224.43M
2026-06-30
๎™›
8
Applied Materials Inc (US)
AMAT
๋งค๋„
-1.09M
-91.40%
102.52K
$74.07M
2026-06-30
๎™›
9
Amazon.com Inc (US)
AMZN
๋งค์ˆ˜
+850.92K
+24.80%
4.28M
$1.02B
2026-06-30
๎™›
10
Restaurant Brands International Inc (US)
QSR
๋งค๋„
-798.78K
-22.20%
2.80M
$203.05M
2026-06-30
๎™›
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์œ„ํ—˜ ๊ฒฝ๊ณ : ์ €ํฌ ์›น์‚ฌ์ดํŠธ์™€ ๋ชจ๋ฐ”์ผ ์•ฑ์€ ํŠน์ • ํˆฌ์ž ์ƒํ’ˆ์— ๋Œ€ํ•œ ์ผ๋ฐ˜์ ์ธ ์ •๋ณด๋งŒ์„ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค. Finsights๋Š” ์žฌ์ •์  ์กฐ์–ธ์ด๋‚˜ ํˆฌ์ž ์ƒํ’ˆ์— ๋Œ€ํ•œ ์ถ”์ฒœ์„ ์ œ๊ณตํ•˜์ง€ ์•Š์œผ๋ฉฐ, ์ด๋Ÿฌํ•œ ์ •๋ณด ์ œ๊ณต์ด Finsights๊ฐ€ ๊ธˆ์œต ์กฐ์–ธ์ด๋‚˜ ์ถ”์ฒœ์„ ์ œ๊ณตํ•˜๋Š” ๊ฒƒ์œผ๋กœ ํ•ด์„๋˜์–ด์„œ๋Š” ์•ˆ ๋ฉ๋‹ˆ๋‹ค.
ํˆฌ์ž ์ƒํ’ˆ์€ ํˆฌ์ž ์›๊ธˆ ์†์‹ค์„ ํฌํ•จํ•œ ์ƒ๋‹นํ•œ ํˆฌ์ž ์œ„ํ—˜์— ๋…ธ์ถœ๋˜์–ด ์žˆ์œผ๋ฉฐ, ๋ชจ๋“  ์‚ฌ๋žŒ์—๊ฒŒ ์ ํ•ฉํ•˜์ง€ ์•Š์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ํˆฌ์ž ์ƒํ’ˆ์˜ ๊ณผ๊ฑฐ ์„ฑ๊ณผ๋Š” ๋ฏธ๋ž˜ ์„ฑ๊ณผ๋ฅผ ๋ณด์žฅํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.
Finsights๋Š” ์ œ3์ž ๊ด‘๊ณ ์ฃผ๋‚˜ ์ œํœด์‚ฌ๊ฐ€ ์ €ํฌ ์›น์‚ฌ์ดํŠธ๋‚˜ ๋ชจ๋ฐ”์ผ ์•ฑ ๋˜๋Š” ๊ทธ ์ผ๋ถ€์— ๊ด‘๊ณ ๋ฅผ ๊ฒŒ์žฌํ•˜๊ฑฐ๋‚˜ ์ „๋‹ฌํ•  ์ˆ˜ ์žˆ๋„๋ก ํ—ˆ์šฉํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ์‚ฌ์šฉ์ž๊ฐ€ ๊ด‘๊ณ ์™€ ์ƒํ˜ธ์ž‘์šฉํ•˜๋Š” ๋ฐฉ์‹์— ๋”ฐ๋ผ ์ด๋“ค๋กœ๋ถ€ํ„ฐ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
ยฉ ์ €์ž‘๊ถŒ: FINSIGHTS MEDIA PTE. LTD. ๋ชจ๋“  ๊ถŒ๋ฆฌ ๋ณด์œ