SI

Scharf Investments Portfolio holdings

AUM $3.98B
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$441M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$63.1M
2 +$22.4M
3 +$7.35M
4
BIDU icon
Baidu
BIDU
+$189K
5
B
Barrick Mining
B
+$133K

Top Sells

1 +$63.1M
2 +$44.9M
3 +$35.1M
4
FISV
Fiserv Inc
FISV
+$12.7M
5
MSFT icon
Microsoft
MSFT
+$10.7M

Sector Composition

1 Healthcare 28.27%
2 Technology 20.43%
3 Consumer Discretionary 13.39%
4 Financials 12.25%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,540