SCM

Sterling Capital Management Portfolio holdings

AUM $6.83B
1-Year Est. Return 19.78%
This Quarter Est. Return
1 Year Est. Return
+19.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.3B
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,320
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$91.9M
3
+$54.8M
4
CVX icon
Chevron
CVX
+$52.9M
5
ROK icon
Rockwell Automation
ROK
+$51.8M

Top Sells

1
+$90.2M
2
+$80.9M
3
+$50.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$45.5M
5
ABBV icon
AbbVie
ABBV
+$45.1M

Sector Composition

1 Technology 23.64%
2 Financials 18.39%
3 Healthcare 12.02%
4 Consumer Discretionary 8.91%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$12.4K ﹤0.01%
364
+328
2002
$12.4K ﹤0.01%
554
+144
2003
$12.3K ﹤0.01%
336
+263
2004
$12.3K ﹤0.01%
279
-8,649
2005
$12.2K ﹤0.01%
177
+18
2006
$12.2K ﹤0.01%
514
+463
2007
$12.2K ﹤0.01%
1,486
+1,323
2008
$12.2K ﹤0.01%
155
+128
2009
$12.2K ﹤0.01%
2,931
+2,643
2010
$12.2K ﹤0.01%
525
+467
2011
$12.1K ﹤0.01%
949
+758
2012
$12.1K ﹤0.01%
1,710
+1,520
2013
$12.1K ﹤0.01%
1,031
-28,579
2014
$12K ﹤0.01%
416
+370
2015
$12K ﹤0.01%
651
+580
2016
$12K ﹤0.01%
408
+368
2017
$12K ﹤0.01%
386
+342
2018
$12K ﹤0.01%
1,018
+905
2019
$11.9K ﹤0.01%
3,479
+3,115
2020
$11.9K ﹤0.01%
150
+135
2021
$11.9K ﹤0.01%
634
2022
$11.9K ﹤0.01%
1,200
+1,063
2023
$11.8K ﹤0.01%
4,514
+4,067
2024
$11.8K ﹤0.01%
206
+181
2025
$11.8K ﹤0.01%
432
+388
79 80
81
82 83