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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
270
$29.60B
37.13%
์ตœ์‹ 2025Q3
์ตœ๋‹ค ๋งค์ˆ˜6031 (HK)
์ตœ๋‹ค ๋งค๋„CPNG (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
JBS N V Ord Shs Class A (US)
JBS
๋งค์ˆ˜
+14.39M
+43.60%
33.01M
$436.37M
2026-03-31
๎™›
Full Truck Alliance Co Ltd (US)
YMM
๋งค์ˆ˜
+11.23M
+40.90%
27.44M
$236.26M
2026-03-31
๎™›
LyondellBasell Industries NV (US)
LYB
๋งค์ˆ˜
+5.60M
+84.00%
6.66M
$450.86M
2026-03-31
๎™›
4
Applied Materials Inc (US)
AMAT
๋งค๋„
-3.00M
-43.40%
911.66K
$408.65M
2026-03-31
๎™›
5
Darling Ingredients Inc (US)
DAR
๋งค๋„
-2.65M
-48.20%
197.82K
$11.62M
2026-03-31
๎™›
6
MGM Resorts International (US)
MGM
๋งค๋„
-2.52M
-9.50%
21.43M
$899.17M
2026-03-31
๎™›
7
Trip.com Group Ltd (US)
TCOM
๋งค์ˆ˜
+1.64M
+23.50%
6.97M
$333.15M
2026-03-31
๎™›
8
Rocket Companies Inc (US)
RKT
๋งค์ˆ˜
+1.60M
+33.10%
4.82M
$68.74M
2026-03-31
๎™›
9
Cigna Group (US)
CI
๋งค์ˆ˜
+1.48M
+71.00%
2.09M
$595.90M
2026-03-31
๎™›
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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