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
$5.13B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,774
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$32M
3
+$31.2M
4
GE icon
GE Aerospace
GE
+$30.1M
5
BA icon
Boeing
BA
+$28.4M

Top Sells

1
+$34.1M
2
+$27.7M
3
+$27M
4
UNH icon
UnitedHealth
UNH
+$26.8M
5
FE icon
FirstEnergy
FE
+$21.6M

Sector Composition

1 Technology 16.02%
2 Industrials 14.29%
3 Financials 12.68%
4 Consumer Discretionary 12.42%
5 Healthcare 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
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1552
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1553
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-1,400
1554
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1555
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1557
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1558
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1559
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1560
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1561
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1562
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1563
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-16,871
1564
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-10,657
1565
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1566
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1567
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1568
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1569
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-75,725
1570
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-173,738
1571
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-27,554
1572
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-53,455
1573
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-8,665
1574
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-21,000
1575
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-48,894
61 62
63
64 65