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
$2.14B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$40.9M
3
+$40.7M
4
PM icon
Philip Morris
PM
+$37.9M
5
JPM icon
JPMorgan Chase
JPM
+$35.5M

Top Sells

1
+$20.3M
2
+$8.99M
3
+$8.32M
4
ANSS
Ansys
ANSS
+$5.21M
5
MELI icon
Mercado Libre
MELI
+$4.77M

Sector Composition

1 Healthcare 16.3%
2 Industrials 14.79%
3 Financials 12.51%
4 Utilities 10.01%
5 Technology 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$346K 0.02%
+6,610
527
$344K 0.02%
+10,722
528
$343K 0.02%
+63,484
529
$343K 0.02%
+94,600
530
$342K 0.02%
+13,818
531
$342K 0.02%
+141,345
532
$341K 0.02%
+3,200
533
$338K 0.02%
+5,200
534
$335K 0.02%
+50,695
535
$334K 0.02%
+18,200
536
$333K 0.02%
+9,500
537
$328K 0.02%
+211,702
538
$327K 0.02%
+64,365
539
$325K 0.02%
+3,534
540
$324K 0.02%
+60,537
541
$324K 0.02%
50,333
+17,479
542
$323K 0.02%
+5,019
543
$322K 0.02%
+11,788
544
$322K 0.02%
+174,039
545
$319K 0.01%
+39,637
546
$316K 0.01%
+3,200
547
$313K 0.01%
+198,334
548
$313K 0.01%
+10,050
549
$312K 0.01%
+107,094
550
$309K 0.01%
+8,500
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