SCM

Sterling Capital Management Portfolio holdings

AUM $6.15B
1-Year Est. Return 20.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.04B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$69.7M
3
+$50.2M
4
AFL icon
Aflac
AFL
+$48.2M
5
FERG icon
Ferguson
FERG
+$45.6M

Top Sells

1
+$77.2M
2
+$60.5M
3
+$56.8M
4
CVX icon
Chevron
CVX
+$52.3M
5
UNH icon
UnitedHealth
UNH
+$51.3M

Sector Composition

1 Technology 25.18%
2 Financials 17.96%
3 Industrials 12.19%
4 Healthcare 9.59%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$11K ﹤0.01%
4,172
+1,486
2002
$11K ﹤0.01%
467
+127
2003
$11K ﹤0.01%
35
-51
2004
$11K ﹤0.01%
196
+70
2005
$11K ﹤0.01%
27
-35
2006
$11K ﹤0.01%
552
+197
2007
$11K ﹤0.01%
25
2008
$10.9K ﹤0.01%
+407
2009
$10.9K ﹤0.01%
452
+253
2010
$10.9K ﹤0.01%
892
+488
2011
$10.9K ﹤0.01%
579
-55
2012
$10.9K ﹤0.01%
1,196
+503
2013
$10.9K ﹤0.01%
863
+307
2014
$10.9K ﹤0.01%
+737
2015
$10.9K ﹤0.01%
+899
2016
$10.9K ﹤0.01%
3,192
+1,137
2017
$10.8K ﹤0.01%
159
-184
2018
$10.7K ﹤0.01%
2,944
+1,059
2019
$10.7K ﹤0.01%
262
+119
2020
$10.7K ﹤0.01%
4,899
+2,746
2021
$10.7K ﹤0.01%
855
+306
2022
$10.7K ﹤0.01%
80
+45
2023
$10.7K ﹤0.01%
382
+270
2024
$10.7K ﹤0.01%
338
+121
2025
$10.7K ﹤0.01%
43
+16
79 80
81
82 83