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
$824M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$42.3M
2 +$11.5M
3 +$10.3M
4
CRC
California Resources Corporation
CRC
+$15K
5
CVX icon
Chevron
CVX
+$3.05K

Top Sells

1 +$12M
2 +$8.72M
3 +$6.75M
4
KMI icon
Kinder Morgan
KMI
+$5.01M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Healthcare 27.66%
2 Technology 21.62%
3 Consumer Staples 10.16%
4 Industrials 9.92%
5 Energy 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-335,989
52
-223,483
53
-9,344
54
-536,155