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
$780M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$12.9M
3 +$11.8M
4
QCOM icon
Qualcomm
QCOM
+$11.3M
5
RMD icon
ResMed
RMD
+$11M

Top Sells

1 +$15.5M
2 +$12.4M
3 +$12.2M
4
MRO
Marathon Oil Corporation
MRO
+$10.6M
5
PG icon
Procter & Gamble
PG
+$5.39M

Sector Composition

1 Healthcare 25.1%
2 Technology 18.62%
3 Financials 12.62%
4 Consumer Staples 11.18%
5 Energy 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$358K 0.05%
21,260
52
$306K 0.04%
8,405
-405
53
$291K 0.04%
+1,558
54
$202K 0.03%
+3,446
55
-308,902
56
-584,590