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
676
$1.12M 0.02%
+80,677
677
$1.11M 0.02%
+338,407
678
$1.11M 0.02%
+4,561
679
$1.11M 0.02%
+56,116
680
$1.09M 0.02%
+52,743
681
$1.09M 0.02%
+132,061
682
$1.09M 0.02%
+20,646
683
$1.08M 0.02%
+4,900
684
$1.07M 0.02%
+13,700
685
$1.07M 0.02%
+347,271
686
$1.07M 0.02%
+76,364
687
$1.07M 0.02%
+18,935
688
$1.07M 0.02%
+96,357
689
$1.07M 0.02%
+3,866
690
$1.06M 0.02%
+11,400
691
$1.06M 0.02%
+54,050
692
$1.06M 0.02%
+163,780
693
$1.05M 0.02%
+44,432
694
$1.04M 0.01%
+285,435
695
$1.04M 0.01%
+52,637
696
$1.04M 0.01%
+417,912
697
$1.04M 0.01%
+79,178
698
$1.03M 0.01%
+96,911
699
$1.02M 0.01%
+137,744
700
$1.01M 0.01%
+58,825
26 27
28
29 30