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

Top Buys

1 +$38.8M
2 +$25.8M
3 +$14.8M
4
VZ icon
Verizon
VZ
+$9.93M
5
JNJ icon
Johnson & Johnson
JNJ
+$289K

Top Sells

1 +$13.7M
2 +$12.6M
3 +$12.4M
4
CTSH icon
Cognizant
CTSH
+$11.5M
5
MSFT icon
Microsoft
MSFT
+$755K

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