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SFM

Stack Financial Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 28.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$18.1M
3
+$8.59M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K
5
DUK icon
Duke Energy
DUK
+$230K

Top Sells

1
+$58.1M
2
+$23.6M
3
+$17.4M
4
WPM icon
Wheaton Precious Metals
WPM
+$10.8M
5
GPC icon
Genuine Parts
GPC
+$10.1M

Sector Composition

1 Industrials 19.98%
2 Consumer Staples 14.72%
3 Energy 12.12%
4 Healthcare 12.06%
5 Utilities 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
26
Cardinal Health
CAH
$47.9B
$21.6M 1.58%
101,997
-900
EMR icon
27
Emerson Electric
EMR
$77.9B
$19.8M 1.45%
150,967
-1,034
CI icon
28
Cigna
CI
$76.6B
$19.5M 1.43%
73,102
+318
MDLZ icon
29
Mondelez International
MDLZ
$79.1B
$19.2M 1.41%
332,528
+502
LH icon
30
Labcorp
LH
$21.5B
$19.1M 1.41%
71,729
+55
PEP icon
31
PepsiCo
PEP
$192B
$18.2M 1.34%
117,045
+684
BKR icon
32
Baker Hughes
BKR
$64.3B
$17.5M 1.29%
287,391
+116
CCK icon
33
Crown Holdings
CCK
$10.3B
$17M 1.25%
+169,414
AEE icon
34
Ameren
AEE
$29.7B
$16.9M 1.24%
153,635
+1,191
DTE icon
35
DTE Energy
DTE
$29.8B
$16.3M 1.19%
111,204
+946
DOV icon
36
Dover
DOV
$29.1B
$15.6M 1.15%
75,066
-1,279
MDT icon
37
Medtronic
MDT
$104B
$15.1M 1.11%
174,706
+1,197
DHR icon
38
Danaher
DHR
$130B
$14.5M 1.07%
76,589
+209
PG icon
39
Procter & Gamble
PG
$338B
$13.5M 0.99%
93,537
+555
AEM icon
40
Agnico Eagle Mines
AEM
$81.1B
$13.5M 0.99%
66,349
-113,231
UNP icon
41
Union Pacific
UNP
$160B
$12.1M 0.89%
50,040
+230
NEM icon
42
Newmont
NEM
$106B
$7.03M 0.52%
64,910
-46,090
AAPL icon
43
Apple
AAPL
$4.43T
$1.39M 0.1%
5,487
-687
GDX icon
44
VanEck Gold Miners ETF
GDX
$23.9B
$1.22M 0.09%
13,263
-984
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$1.05M 0.08%
1,620
+316
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.43T
$426K 0.03%
1,480
-100
GOOG icon
47
Alphabet (Google) Class C
GOOG
$4.4T
$379K 0.03%
1,321
XLI icon
48
State Street Industrial Select Sector SPDR ETF
XLI
$30.4B
$328K 0.02%
2,028
-408
XLE icon
49
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$312K 0.02%
5,096
-754
XLV icon
50
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$260K 0.02%
1,770
-495
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