SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.93B
1-Year Est. Return 28.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.34%
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 +$43.5M
2 +$40.7M
3 +$39.7M
4
PM icon
Philip Morris
PM
+$38.1M
5
JPM icon
JPMorgan Chase
JPM
+$32M

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 14.85%
3 Financials 12.55%
4 Utilities 10.01%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-11,890