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
$1.18B
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$17.7M
3 +$11.5M
4
COP icon
ConocoPhillips
COP
+$10.2M
5
LMT icon
Lockheed Martin
LMT
+$476K

Top Sells

1 +$19.4M
2 +$15.3M
3 +$12M
4
NEM icon
Newmont
NEM
+$7.13M
5
AEM icon
Agnico Eagle Mines
AEM
+$5.26M

Sector Composition

1 Technology 19.01%
2 Industrials 14.71%
3 Healthcare 13.21%
4 Consumer Discretionary 10.64%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-49,128
52
-1,135
53
-184,187