SFM
Sphera Funds Management Portfolio holdings
AUM
$382M
1-Year Return
0.41%
This Quarter Return
+3.52%
1 Year Return
+0.41%
3 Year Return
+99.29%
5 Year Return
+177.09%
10 Year Return
+575.73%
AUM
$842M
AUM Growth
-$167M
(-17%)
Cap. Flow
-$185M
Cap. Flow
% of AUM
-22.02%
Top 10 Holdings %
Top 10 Hldgs %
43.02%
Holding
132
New
22
Increased
18
Reduced
31
Closed
44
Top Buys
| 1 |
Merck
MRK
|
$26.6M |
| 2 |
Amazon
AMZN
|
$13.5M |
| 3 |
Burlington
BURL
|
$12.1M |
| 4 |
Sanofi
SNY
|
$12M |
| 5 |
FIVE9
FIVN
|
$11.7M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$52.2M |
| 2 |
Pfizer
PFE
|
$51.8M |
| 3 |
AbbVie
ABBV
|
$17.9M |
| 4 |
Johnson & Johnson
JNJ
|
$14.3M |
| 5 |
AstraZeneca
AZN
|
$13.8M |
Sector Composition
| 1 | Healthcare | 74.17% |
| 2 | Technology | 9.76% |
| 3 | Consumer Discretionary | 5.09% |
| 4 | Communication Services | 3.02% |
| 5 | Industrials | 2.63% |