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
$786M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$20.4M
2 +$8.07M
3 +$257K
4
KO icon
Coca-Cola
KO
+$195K
5
SJM icon
J.M. Smucker
SJM
+$152K

Top Sells

1 +$72.7M
2 +$11.1M
3 +$6.17M
4
SYK icon
Stryker
SYK
+$648K
5
ZTS icon
Zoetis
ZTS
+$609K

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