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
$791M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$32.3M
2 +$31.1M
3 +$12.4M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$564K
5
RTX icon
RTX Corp
RTX
+$340K

Top Sells

1 +$23.2M
2 +$11.2M
3 +$740K
4
MKL icon
Markel Group
MKL
+$379K
5
MDLZ icon
Mondelez International
MDLZ
+$367K

Sector Composition

1 Healthcare 29.93%
2 Technology 21.65%
3 Consumer Staples 10.61%
4 Industrials 9.58%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$50K 0.01%
10,000
52
-431,601
53
-518,793