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
$2.65B
AUM Growth
-$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$63.6M
2 +$53M
3 +$34.6M
4
CTSH icon
Cognizant
CTSH
+$22.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.88M

Top Sells

1 +$76.5M
2 +$61.4M
3 +$43.6M
4
BIDU icon
Baidu
BIDU
+$28.7M
5
MCK icon
McKesson
MCK
+$16.6M

Sector Composition

1 Healthcare 31.48%
2 Technology 21.78%
3 Consumer Discretionary 14.16%
4 Financials 12.97%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-170,290
52
-1,512,755