SFM

Stack Financial Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 22.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$786M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$7.82M
3 +$259K
4
KO icon
Coca-Cola
KO
+$194K
5
MET icon
MetLife
MET
+$149K

Top Sells

1 +$72.7M
2 +$10.9M
3 +$6.43M
4
ZTS icon
Zoetis
ZTS
+$607K
5
SYK icon
Stryker
SYK
+$604K

Sector Composition

1 Healthcare 30.35%
2 Technology 22.38%
3 Consumer Staples 11.64%
4 Industrials 10.39%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,000
52
-1,475