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
$835M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.07M
3
+$7.48M
4
WMT icon
Walmart
WMT
+$1.48M
5
SWK icon
Stanley Black & Decker
SWK
+$1.01M

Top Sells

1
+$101M
2
+$8.04M
3
+$1.96M
4
CSCO icon
Cisco
CSCO
+$866K
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 28.19%
2 Healthcare 19.67%
3 Consumer Staples 13.68%
4 Industrials 10.44%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,649
52
– –
-4,262
1 2
3