SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.56B
1-Year Est. Return 28.7%
This Quarter Est. Return
1 Year Est. Return
+28.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.96B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1 +$72.8M
2 +$56.6M
3 +$48.4M
4
PYPL icon
PayPal
PYPL
+$47.5M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.64%
2 Industrials 14.59%
3 Technology 14.59%
4 Healthcare 14.43%
5 Consumer Discretionary 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$3.53M 0.05%
+22,479
402
$3.53M 0.05%
+82,714
403
$3.48M 0.05%
+43,479
404
$3.48M 0.05%
+56,607
405
$3.45M 0.05%
+186,403
406
$3.43M 0.05%
+10,188
407
$3.42M 0.05%
+98,487
408
$3.41M 0.05%
+56,010
409
$3.4M 0.05%
+400,120
410
$3.35M 0.05%
+69,565
411
$3.34M 0.05%
+86,404
412
$3.33M 0.05%
+36,513
413
$3.33M 0.05%
+149,845
414
$3.33M 0.05%
+42,599
415
$3.31M 0.05%
+340,491
416
$3.28M 0.05%
+860,567
417
$3.27M 0.05%
+125,816
418
$3.25M 0.05%
+345,340
419
$3.24M 0.05%
+20,200
420
$3.23M 0.05%
+79,800
421
$3.21M 0.05%
+49,157
422
$3.21M 0.05%
+36,175
423
$3.18M 0.05%
+104,094
424
$3.17M 0.05%
+20,511
425
$3.16M 0.05%
+91,763