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
$929M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$40.1M
2 +$26.7M
3 +$16M
4
VZ icon
Verizon
VZ
+$10.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$311K

Top Sells

1 +$14.6M
2 +$12.6M
3 +$12.4M
4
CTSH icon
Cognizant
CTSH
+$11.5M
5
MSFT icon
Microsoft
MSFT
+$810K

Sector Composition

1 Technology 22.62%
2 Healthcare 14.93%
3 Consumer Staples 10.99%
4 Industrials 10.74%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-190,417
52
-194,742