SFM

Stack Financial Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 17.9%
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$20.3M
3 +$15.8M
4
PWR icon
Quanta Services
PWR
+$15.3M
5
B
Barrick Mining
B
+$14.2M

Top Sells

1 +$11M
2 +$504K
3 +$231K
4
DIS icon
Walt Disney
DIS
+$217K
5
JNJ icon
Johnson & Johnson
JNJ
+$186K

Sector Composition

1 Technology 21.77%
2 Healthcare 18.07%
3 Materials 14.03%
4 Consumer Staples 10.85%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$236K 0.03%
+3,434