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SFI

Siemens Fonds Invest Portfolio holdings

AUM $1.75B
1-Year Est. Return 26.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.12M
3
+$1.96M
4
MS icon
Morgan Stanley
MS
+$1.89M
5
GRMN icon
Garmin
GRMN
+$960K

Top Sells

1
+$3.27M
2
+$2.64M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$2.46M
5
META icon
Meta Platforms (Facebook)
META
+$1.16M

Sector Composition

1 Technology 36.67%
2 Financials 13.73%
3 Communication Services 11.03%
4 Consumer Discretionary 10.23%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$390K 0.02%
665
352
$379K 0.02%
5,011
+13
353
$378K 0.02%
2,211
354
$377K 0.02%
5,300
-104
355
$376K 0.02%
15,179
-158
356
$374K 0.02%
3,337
-48
357
$373K 0.02%
1,120
358
$370K 0.02%
915
-1
359
$369K 0.02%
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-13
360
$367K 0.02%
5,458
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361
$364K 0.02%
2,701
-8
362
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363
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$363K 0.02%
2,220
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365
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-10
366
$362K 0.02%
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-22
367
$358K 0.02%
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368
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-21
369
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1,142
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371
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12,214
372
$342K 0.02%
7,124
373
$335K 0.02%
1,354
374
$333K 0.02%
1,449
+576
375
$332K 0.02%
13,407
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13 14
15
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