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

Top Buys

1
+$24.2M
2
+$17.3M
3
+$13.7M
4
EMN icon
Eastman Chemical
EMN
+$10.2M
5
CVX icon
Chevron
CVX
+$7.76M

Top Sells

1
+$9.66M
2
+$8.43M
3
+$8.27M
4
NKE icon
Nike
NKE
+$5.58M
5
ACN icon
Accenture
ACN
+$345K

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
– –
-4,846
1 2
3