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
$695M
AUM Growth
-$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$10.8M
3 +$964K
4
DVN icon
Devon Energy
DVN
+$830K
5
LH icon
Labcorp
LH
+$608K

Top Sells

1 +$14.3M
2 +$13.4M
3 +$10.1M
4
DRI icon
Darden Restaurants
DRI
+$9.99M
5
LOW icon
Lowe's Companies
LOW
+$9.93M

Sector Composition

1 Healthcare 23.64%
2 Technology 16.16%
3 Energy 14.72%
4 Consumer Staples 12.56%
5 Financials 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-242,893
52
-129,610