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SCM

Sterling Capital Management Portfolio holdings

AUM $5.28B
1-Year Est. Return 23.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$53.5M
2
+$41.6M
3
+$32.9M
4
SCHW
Charles Schwab
SCHW
+$28.2M
5
ELV icon
Elevance Health
ELV
+$22.4M

Top Sells

1
+$51.2M
2
+$31.7M
3
+$30.9M
4
DG icon
Dollar General
DG
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$26.7M

Sector Composition

1 Technology 16%
2 Financials 15.91%
3 Healthcare 15.59%
4 Consumer Discretionary 11.78%
5 Industrials 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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-37,490
852
– –
-98,370
853
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-88,730
854
– –
-48,020
855
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-10,531
856
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-15,616
857
– –
-144,355
858
– –
-14,159
859
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-149,740
860
– –
-62,363
861
– –
-57,050
862
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-17,069
863
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-68,585
864
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-30,084
865
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-50,023
866
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-11,735
867
– –
-110,490
868
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-25,900
869
– –
-28,550
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