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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
XLU icon
51
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$230K 0.02%
+5,013
XLP icon
52
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$229K 0.02%
2,793
-552
ACN icon
53
Accenture
ACN
$107B
– –
-2,424
AMT icon
54
American Tower
AMT
$88.1B
– –
-57,390
CRM icon
55
Salesforce
CRM
$150B
– –
-219,193
JPM icon
56
JPMorgan Chase
JPM
$834B
– –
-1,046
TSLA icon
57
Tesla
TSLA
$1.54T
– –
-453
XLF icon
58
State Street Financial Select Sector SPDR ETF
XLF
$48.7B
– –
-3,912
GPC icon
59
Genuine Parts
GPC
$13.4B
– –
-82,249
INTC icon
60
Intel
INTC
$554B
– –
-6,360
ITW icon
61
Illinois Tool Works
ITW
$72.6B
– –
-860
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