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
$924M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$8.47M
3 +$1.26M
4
CSCO icon
Cisco
CSCO
+$337K
5
DHR icon
Danaher
DHR
+$288K

Top Sells

1 +$18.6M
2 +$17.6M
3 +$15.5M
4
SJM icon
J.M. Smucker
SJM
+$12.2M
5
OMC icon
Omnicom Group
OMC
+$9.57M

Sector Composition

1 Technology 28.19%
2 Healthcare 22.21%
3 Energy 10.2%
4 Industrials 8.45%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$560K 0.06%
2,228
+165
52
$211K 0.02%
+8,155
53
-755,517
54
-170,032
55
-115,390
56
-102,728
57
-6,211