SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.56B
1-Year Est. Return 28.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.33B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$44M
3
+$43.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$40.4M
5
PCAR icon
PACCAR
PCAR
+$39.2M

Top Sells

1
+$30.3M
2
+$30M
3
+$14.3M
4
EXAS icon
Exact Sciences
EXAS
+$12.9M
5
XEL icon
Xcel Energy
XEL
+$10.6M

Sector Composition

1 Industrials 17.38%
2 Technology 13.64%
3 Healthcare 13.3%
4 Financials 11.71%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
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927
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928
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929
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930
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932
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934
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936
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937
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938
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939
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940
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941
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942
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943
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944
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945
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946
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947
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948
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949
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950
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36 37
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