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
$830M
AUM Growth
-$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$1.27M
3 +$1.25M
4
MRO
Marathon Oil Corporation
MRO
+$1.25M
5
MKL icon
Markel Group
MKL
+$1.18M

Top Sells

1 +$30.1M
2 +$20.9M
3 +$13.3M
4
COR icon
Cencora
COR
+$3.14M
5
RMD icon
ResMed
RMD
+$1.31M

Sector Composition

1 Healthcare 29.6%
2 Technology 19.54%
3 Consumer Staples 12.23%
4 Energy 9.6%
5 Financials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-58,362
52
-242,551
53
-3,783
54
-3,534