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
476
$2.41M 0.03%
+163,239
477
$2.4M 0.03%
+66,216
478
$2.4M 0.03%
+8,699
479
$2.4M 0.03%
+110,528
480
$2.4M 0.03%
+346,098
481
$2.4M 0.03%
+26,682
482
$2.39M 0.03%
+318,421
483
$2.39M 0.03%
+59,436
484
$2.39M 0.03%
+78,548
485
$2.38M 0.03%
+25,286
486
$2.37M 0.03%
+5,338
487
$2.37M 0.03%
+57,815
488
$2.37M 0.03%
+46,350
489
$2.37M 0.03%
+118,709
490
$2.35M 0.03%
+259,357
491
$2.32M 0.03%
+99,386
492
$2.32M 0.03%
+214,350
493
$2.32M 0.03%
+52,074
494
$2.31M 0.03%
+27,135
495
$2.3M 0.03%
+22,012
496
$2.3M 0.03%
+26,653
497
$2.3M 0.03%
+121,741
498
$2.29M 0.03%
+46,657
499
$2.27M 0.03%
+314,088
500
$2.27M 0.03%
+53,938
18 19
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