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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
401
$293K 0.02%
5,302
-59
402
$292K 0.02%
696
+3
403
$290K 0.02%
1,804
+54
404
$288K 0.02%
+6,016
405
$287K 0.02%
5,821
406
$286K 0.02%
3,447
407
$286K 0.02%
1,087
408
$283K 0.02%
4,185
409
$279K 0.02%
3,414
-47
410
$278K 0.02%
6,423
-24
411
$273K 0.01%
+3,734
412
$270K 0.01%
3,047
-30
413
$269K 0.01%
1,968
414
$269K 0.01%
2,727
-31
415
$267K 0.01%
4,958
-72
416
$265K 0.01%
3,560
-11
417
$265K 0.01%
5,396
-35
418
$263K 0.01%
1,035
-4
419
$262K 0.01%
911
-7
420
$262K 0.01%
8,143
-86
421
$261K 0.01%
2,767
-38
422
$257K 0.01%
1,714
-7
423
$251K 0.01%
2,270
-23
424
$251K 0.01%
788
425
$250K 0.01%
2,486
15 16
17
18 19