SFM
Stack Financial Management Portfolio holdings
AUM
$1.31B
1-Year Est. Return
22.15%
This Fund
S&P 500
1 Year Est. Return
+22.15%
AUM
$1.21B
AUM Growth
+$73M
(+6.4%)
Holding
51
Top Buys
| 1 | +$55.8M | |
| 2 | +$167K | |
| 3 | +$122K | |
| 4 |
ConocoPhillips
COP
|
+$66.8K |
| 5 |
DTE Energy
DTE
|
+$65.9K |
Top Sells
| 1 | +$34.9M | |
| 2 | +$1.49M | |
| 3 | +$772K | |
| 4 |
Walmart Inc
WMT
|
+$656K |
| 5 |
L3Harris
LHX
|
+$610K |
Sector Composition
| 1 | Industrials | 18.16% |
| 2 | Consumer Staples | 15.07% |
| 3 | Technology | 14.41% |
| 4 | Healthcare | 12.89% |
| 5 | Utilities | 11.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Illinois Tool Works
ITW
$74.6B
| $224K | 0.02% |
860
|
|