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
$637M
AUM Growth
-$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$12.3M
3 +$8.63M
4
JNJ icon
Johnson & Johnson
JNJ
+$28.6K

Top Sells

1 +$40.1M
2 +$26.7M
3 +$19.5M
4
SCHW icon
Charles Schwab
SCHW
+$19.4M
5
USB icon
US Bancorp
USB
+$16.3M

Sector Composition

1 Technology 24.25%
2 Healthcare 20.83%
3 Consumer Staples 14.12%
4 Communication Services 9.19%
5 Materials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-872,460
52
-180,710
53
-3,475