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
$863M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$11.6M
3 +$8.72M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$207K
5
PEP icon
PepsiCo
PEP
+$183K

Top Sells

1 +$13.7M
2 +$13.1M
3 +$5.26M
4
NKE icon
Nike
NKE
+$410K
5
OXY icon
Occidental Petroleum
OXY
+$408K

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