SI

Scharf Investments Portfolio holdings

AUM $3.72B
1-Year Est. Return 13.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.06%
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 +$63M
2 +$27.4M
3 +$8.47M
4
BIDU icon
Baidu
BIDU
+$168K
5
B
Barrick Mining
B
+$157K

Top Sells

1 +$62.6M
2 +$44M
3 +$36.6M
4
FISV
Fiserv Inc
FISV
+$13.9M
5
MSFT icon
Microsoft
MSFT
+$11.3M

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