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
$1.13B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$18.3M
3 +$14.7M
4
EMN icon
Eastman Chemical
EMN
+$11M
5
CVX icon
Chevron
CVX
+$8.1M

Top Sells

1 +$9.62M
2 +$8.58M
3 +$8.12M
4
NKE icon
Nike
NKE
+$5.96M
5
ACN icon
Accenture
ACN
+$376K

Sector Composition

1 Technology 18.74%
2 Healthcare 15.71%
3 Industrials 12.8%
4 Materials 11.83%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,423