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
$7.74B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,274
New
Increased
Reduced
Closed

Top Buys

1
+$328M
2
+$206M
3
+$172M
4
HSY icon
Hershey
HSY
+$170M
5
ELV icon
Elevance Health
ELV
+$160M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.82%
2 Financials 18.4%
3 Healthcare 14.22%
4 Consumer Discretionary 9.6%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.4K ﹤0.01%
+228
2027
$2.39K ﹤0.01%
+432
2028
$2.39K ﹤0.01%
+391
2029
$2.39K ﹤0.01%
+319
2030
$2.38K ﹤0.01%
+153
2031
$2.38K ﹤0.01%
+207
2032
$2.38K ﹤0.01%
+32
2033
$2.37K ﹤0.01%
+49
2034
$2.37K ﹤0.01%
+49
2035
$2.37K ﹤0.01%
+25
2036
$2.36K ﹤0.01%
+122
2037
$2.36K ﹤0.01%
+218
2038
$2.36K ﹤0.01%
+14
2039
$2.35K ﹤0.01%
+151
2040
$2.35K ﹤0.01%
+74
2041
$2.35K ﹤0.01%
+104
2042
$2.35K ﹤0.01%
+56
2043
$2.34K ﹤0.01%
+27
2044
$2.34K ﹤0.01%
+40
2045
$2.33K ﹤0.01%
+155
2046
$2.33K ﹤0.01%
+42
2047
$2.31K ﹤0.01%
+309
2048
$2.31K ﹤0.01%
+171
2049
$2.3K ﹤0.01%
+32
2050
$2.29K ﹤0.01%
+204
80 81
82
83 84