减美团，增蒙牛乳业！知名基金经理朱红裕持仓曝光

中证金牛座10-24

10月24日，知名基金经理朱红裕管理的招商社会责任混合基金披露2024年三季度报告。数据显示，相较于二季度末，该基金三季度被净赎回约5400万份，股票仓位降低3.68个百分点。前十大重仓股与二季度末大致相同，持有的港股个数依旧占据半数。美团退出前十大重仓股行列，蒙牛乳业新晋前十大重仓股，期末持仓市值约3400万元。朱红裕在三季报中表示，基金利用三季度末港股市场大幅上涨的机会，减持了部分互联网等相关...

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