SFP

Santa Fe Partners Portfolio holdings

AUM $608M
1-Year Est. Return 8.76%
This Quarter Est. Return
1 Year Est. Return
+8.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.76M
3
+$3.75M
4
LYB icon
LyondellBasell Industries
LYB
+$3.74M
5
EBAY icon
eBay
EBAY
+$3.72M

Top Sells

1
+$4.43M
2
+$4.18M
3
+$4.18M
4
EW icon
Edwards Lifesciences
EW
+$4.16M
5
BDX icon
Becton Dickinson
BDX
+$4.15M

Sector Composition

1 Consumer Discretionary 15.64%
2 Technology 12.71%
3 Healthcare 12.5%
4 Industrials 12.42%
5 Financials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.5%
36,482
+17,007
27
$3.66M 0.5%
47,156
+10,139
28
$3.66M 0.5%
305,004
+199,650
29
$3.66M 0.5%
+88,954
30
$3.65M 0.5%
+48,131
31
$3.65M 0.5%
+121,951
32
$3.64M 0.5%
+135,801
33
$3.63M 0.5%
+202,941
34
$3.63M 0.49%
70,331
+41,247
35
$3.61M 0.49%
58,850
+23,779
36
$3.61M 0.49%
119,994
+101,374
37
$3.6M 0.49%
+61,901
38
$3.6M 0.49%
+73,421
39
$3.6M 0.49%
114,176
+69,142
40
$3.59M 0.49%
+58,981
41
$3.58M 0.49%
+63,076
42
$3.57M 0.49%
72,289
+51,019
43
$3.55M 0.48%
+90,516
44
$3.54M 0.48%
351
+153
45
$3.54M 0.48%
80,400
+72,575
46
$3.54M 0.48%
+62,423
47
$3.53M 0.48%
67,030
-8,818
48
$3.52M 0.48%
234,436
+26,523
49
$3.5M 0.48%
+40,629
50
$3.5M 0.48%
59,179
+12,512
1
2
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