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
$1.09B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$2.86M
2 +$1.44M
3 +$979K
4
MSFT icon
Microsoft
MSFT
+$752K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597K

Sector Composition

1 Healthcare 17.6%
2 Industrials 17.39%
3 Consumer Staples 16.93%
4 Technology 13.87%
5 Energy 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-25,540
52
-2,292