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
$996M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$15.3M
3 +$8.45M
4
RTX icon
RTX Corp
RTX
+$7.51M
5
WMT icon
Walmart
WMT
+$980K

Top Sells

1 +$14.1M
2 +$568K
3 +$423K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$414K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$336K

Sector Composition

1 Technology 19.44%
2 Healthcare 18.06%
3 Materials 14%
4 Industrials 12.93%
5 Consumer Staples 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,434
52
-4,286
53
-4,135
54
-2,357