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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
476
$186K 0.01%
2,194
-21
477
$181K 0.01%
870
-7
478
$181K 0.01%
2,172
+98
479
$180K 0.01%
1,271
480
$178K 0.01%
1,412
481
$177K 0.01%
1,695
+21
482
$177K 0.01%
1,768
-38
483
$175K 0.01%
612
-8
484
$175K 0.01%
3,760
-10
485
$174K 0.01%
908
486
$173K 0.01%
2,370
-24
487
$172K 0.01%
759
-9
488
$170K 0.01%
8,410
+963
489
$170K 0.01%
1,042
-11
490
$169K 0.01%
2,197
491
$168K 0.01%
758
-10
492
$167K 0.01%
4,507
493
$164K 0.01%
21,274
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494
$164K 0.01%
2,124
495
$162K 0.01%
1,495
-4
496
$162K 0.01%
1,143
-14
497
$160K 0.01%
1,503
-15
498
$160K 0.01%
4,296
-71
499
$160K 0.01%
10,874
+780
500
$159K 0.01%
1,952
+271
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