Somerset Capital Management LLP Portfolio Holdings by Sector

Somerset Capital Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services KB 1 stocks	$3,416 42.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials CPA 1 stocks	$1,891 23.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI 1 stocks	$1,106 13.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$920 11.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$785 9.67% of portfolio	-	1	-	-	0 Calls 0 Puts

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