SCM
SWIM icon

Sterling Capital Management’s Latham Group SWIM Stock Holding History

Sterling Capital Management’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.76K Sell
514
-116
-18% -$739 ﹤0.01% 2911
2025
Q4 		$4K Buy
630
+161
+34% +$1.13K ﹤0.01% 2950
2025
Q3 		$3.57K Buy
469
+227
+94% +$1.67K ﹤0.01% 2872
2025
Q2 		$1.54K Sell
242
-457
-65% -$2.66K ﹤0.01% 2985
2025
Q1 		$4.5K Sell
699
-599
-46% -$4.03K ﹤0.01% 2222
2024
Q4 		$9.03K Buy
1,298
+1,169
+906% +$7.82K ﹤0.01% 2205
2024
Q3 		$877 Buy
+129
New +$628 ﹤0.01% 2603

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return