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

Top Buys

1 +$15.1M
2 +$8.71M
3 +$7.53M
4
WMT icon
Walmart Inc
WMT
+$1.48M
5
SWK icon
Stanley Black & Decker
SWK
+$971K

Top Sells

1 +$101M
2 +$8.04M
3 +$1.89M
4
CSCO icon
Cisco
CSCO
+$779K
5
SBUX icon
Starbucks
SBUX
+$560K

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