We are live on ! Find out more
SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.67B
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.49B
AUM Growth
+$2.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,686
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$21.2M
3
+$20.2M
4
CB icon
Chubb
CB
+$18M
5
CHD icon
Church & Dwight Co
CHD
+$17.8M

Top Sells

1
+$51.3M
2
+$19.6M
3
+$15.3M
4
CMS icon
CMS Energy
CMS
+$13.5M
5
WMB icon
Williams Companies
WMB
+$13.1M

Sector Composition

1 Technology 15.45%
2 Healthcare 13.52%
3 Industrials 13.18%
4 Financials 12.58%
5 Consumer Discretionary 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
-12,589
1552
– –
-29,300
1553
– –
-80,353
1554
– –
-31,899
1555
– –
-42,868
1556
– –
-134,254
1557
– –
-18,300
1558
– –
-18,600
1559
– –
-253,200
1560
– –
-24,500
1561
– –
-17,642
1562
– –
-2,700
1563
– –
-14,774
1564
– –
-5,654
1565
– –
-97,639
1566
– –
-78,600
1567
– –
-13,020
1568
– –
-42,800
1569
– –
-49,759
1570
– –
-68,000
1571
– –
-43,200
1572
– –
-22,700
1573
– –
-5,910
1574
– –
-7,596
1575
– –
-61,230
61 62
63
64 65