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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
376
$331K 0.02%
1,692
377
$329K 0.02%
1,178
378
$328K 0.02%
+2,897
379
$327K 0.02%
1,507
380
$327K 0.02%
7,044
-51
381
$326K 0.02%
12,530
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382
$324K 0.02%
4,437
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383
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616
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$322K 0.02%
688
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385
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3,093
-32
386
$318K 0.02%
4,917
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387
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967
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391
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1,398
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393
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$303K 0.02%
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4,100
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396
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398
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3,371
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399
$295K 0.02%
11,972
400
$293K 0.02%
1,516
-4
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16
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