10 Top Emerging Markets Stocks That Fund Managers Are Overweight On 1

Top stocks that EM funds are invested in

In Part 1 of this series, we’ve looked at 10 of the biggest (by net assets) emerging market funds, how they’ve fared in terms of returns over the past year and over the past 5 years. Now, let’s look at the top stocks that are most popular among these emerging market funds.

 

 

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Emerging market portfolios are heavy on these top stocks

As can be seen in the table above, Taiwan-based Taiwan Semiconductor Manufacturing (TSM) stock is the most popular stock among emerging market funds. It holds a spot amid the top 10 holdings of the biggest emerging market funds. These funds are listed in Part 1 of this series.

China-based companies such as Tencent Holdings (TCEHY), China Mobile (CHL), Alibaba Group (BABA), Industrial & Commercial Bank of China (IDCBY), and Baidu (BIDU) are also among the top holdings of emerging market funds (EEM) (VWO).

The popular $27.4 billion iShares MSCI Emerging Markets ETF (EEM) also has 8 of these 10 stocks charted above, among its top 10 holdings. The ETF has returned 22.15% over the past 1-year, and 6.66% YTD.

We take a deeper look into each of these stocks, in the subsequent parts of this series.

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