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
$1.05B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$327K
2 +$148K
3 +$130K
4
NEM icon
Newmont
NEM
+$123K
5
EOG icon
EOG Resources
EOG
+$114K

Top Sells

1 +$17.9M
2 +$14.8M
3 +$14.4M
4
B
Barrick Mining
B
+$11.2M
5
ZBH icon
Zimmer Biomet
ZBH
+$11M

Sector Composition

1 Technology 21.02%
2 Healthcare 14.77%
3 Industrials 12.67%
4 Consumer Staples 11.25%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-70,628