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
$1.16B
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$11.4M
3 +$1.39M
4
DIS icon
Walt Disney
DIS
+$894K
5
CSCO icon
Cisco
CSCO
+$858K

Top Sells

1 +$42.1M
2 +$31.5M
3 +$20.4M
4
SWK icon
Stanley Black & Decker
SWK
+$11.2M
5
LH icon
Labcorp
LH
+$8.02M

Sector Composition

1 Technology 18.35%
2 Industrials 14.33%
3 Healthcare 14.03%
4 Materials 11.76%
5 Consumer Staples 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$205K 0.02%
1,830
-375,496
52
-150,892