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
$920M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.13M
3
+$8.95M
4
LOW icon
Lowe's Companies
LOW
+$210K
5
JNJ icon
Johnson & Johnson
JNJ
+$102K

Top Sells

1
+$12.7M
2
+$1.99M
3
+$1.37M
4
CSCO icon
Cisco
CSCO
+$1.29M
5
ZTS icon
Zoetis
ZTS
+$1.16M

Sector Composition

1 Technology 29.73%
2 Healthcare 21.9%
3 Industrials 10.16%
4 Consumer Staples 8.17%
5 Energy 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.02%
2,669
-353
52
– –
-8,155
53
– –
-93,994
1 2
3