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
$3.17B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$109M
2 +$46.8M
3 +$10.8M
4
MCK icon
McKesson
MCK
+$9.67M
5
ATVI
Activision Blizzard
ATVI
+$9.66M

Top Sells

1 +$92.1M
2 +$19.7M
3 +$17.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.9M
5
AAP icon
Advance Auto Parts
AAP
+$12.7M

Sector Composition

1 Healthcare 26.91%
2 Technology 19.13%
3 Financials 17.87%
4 Consumer Discretionary 14.77%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,581