SFM

Stack Financial Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 15.75%
This Quarter Est. Return
1 Year Est. Return
+15.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$12.2M
3 +$8.27M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$210K
5
PEP icon
PepsiCo
PEP
+$193K

Top Sells

1 +$13.7M
2 +$13.1M
3 +$5.18M
4
NKE icon
Nike
NKE
+$464K
5
OXY icon
Occidental Petroleum
OXY
+$427K

Sector Composition

1 Technology 26.49%
2 Healthcare 22.04%
3 Industrials 10.24%
4 Consumer Staples 8.4%
5 Energy 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-414,671