SFM
Stack Financial Management Portfolio holdings
AUM
$1.21B
1-Year Est. Return
15.75%
1 Year Est. Return
+15.75%
AUM
$1.21B
AUM Growth
+$73M
(+6.4%)
Holding
51
Top Buys
| 1 | +$52.4M | |
| 2 | +$231K | |
| 3 | +$134K | |
| 4 |
DTE Energy
DTE
|
+$68K |
| 5 |
ConocoPhillips
COP
|
+$66.9K |
Top Sells
| 1 | +$33M | |
| 2 | +$1.51M | |
| 3 | +$823K | |
| 4 |
L3Harris
LHX
|
+$681K |
| 5 |
Walmart
WMT
|
+$679K |
Sector Composition
| 1 | Industrials | 18.16% |
| 2 | Consumer Staples | 15.07% |
| 3 | Technology | 14.41% |
| 4 | Healthcare | 12.89% |
| 5 | Utilities | 11.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Illinois Tool Works
ITW
$72.4B
| $224K | 0.02% |
860
|
|