SFM

Stack Financial Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 17.9%
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$31.4M
2 +$29.4M
3 +$28M
4
PEP icon
PepsiCo
PEP
+$26.8M
5
MRO
Marathon Oil Corporation
MRO
+$24.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 22.49%
2 Technology 15.32%
3 Energy 13.47%
4 Consumer Staples 12.54%
5 Financials 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$262K 0.04%
+8,580