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
$994M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$9.01M
3 +$964K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$465K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$307K

Top Sells

1 +$7.14M
2 +$1.78M
3 +$1.12M
4
ACN icon
Accenture
ACN
+$802K
5
ITW icon
Illinois Tool Works
ITW
+$755K

Sector Composition

1 Technology 27.55%
2 Healthcare 20.83%
3 Industrials 9.49%
4 Energy 9.37%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.24M 0.13%
21,260
52
$964K 0.1%
+13,346
53
$587K 0.06%
2,198
-30
54
$465K 0.05%
+7,265
55
$307K 0.03%
+13,220
56
$228K 0.02%
8,155
57
-184,735