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
$1.24B
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$149M
2 +$1.59M
3 +$816K
4
PSX icon
Phillips 66
PSX
+$801K
5
CSCO icon
Cisco
CSCO
+$723K

Top Sells

1 +$20.4M
2 +$15.2M
3 +$14.5M
4
FIS icon
Fidelity National Information Services
FIS
+$10.3M
5
CMCSA icon
Comcast
CMCSA
+$10.2M

Sector Composition

1 Technology 15.44%
2 Healthcare 12.9%
3 Industrials 12.18%
4 Energy 11.55%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,830
52
-11,497
53
-3,497