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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
501
$157K 0.01%
1,626
+116
502
$156K 0.01%
5,074
-69
503
$155K 0.01%
3,892
+466
504
$155K 0.01%
2,043
+156
505
$155K 0.01%
3,985
-51
506
$154K 0.01%
3,357
507
$153K 0.01%
495
-17
508
$152K 0.01%
4,585
+17
509
$152K 0.01%
1,023
-10
510
$149K 0.01%
2,009
-20
511
$148K 0.01%
3,978
512
$147K 0.01%
1,383
+88
513
$144K 0.01%
2,380
+15
514
$140K 0.01%
2,579
+10
515
$140K 0.01%
5,157
+505
516
$136K 0.01%
935
+65
517
$132K 0.01%
3,758
-18
518
$124K 0.01%
2,188
519
$120K 0.01%
962
-23
520
$120K 0.01%
3,755
+320
521
$114K 0.01%
1,991
+489
522
$113K 0.01%
1,524
523
$112K 0.01%
360
-3
524
$111K 0.01%
4,679
-98
525
$108K 0.01%
2,107
19 20
21
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