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
2026
$10.7K ﹤0.01%
315
2027
$10.6K ﹤0.01%
+1,021
2028
$10.6K ﹤0.01%
982
+427
2029
$10.6K ﹤0.01%
2,629
+122
2030
$10.6K ﹤0.01%
1,329
+473
2031
$10.6K ﹤0.01%
180
+100
2032
$10.6K ﹤0.01%
2,071
+2,022
2033
$10.6K ﹤0.01%
62
+3
2034
$10.6K ﹤0.01%
1,790
+946
2035
$10.6K ﹤0.01%
144
+59
2036
$10.6K ﹤0.01%
4,421
+1,574
2037
$10.6K ﹤0.01%
476
+170
2038
$10.6K ﹤0.01%
294
+85
2039
$10.5K ﹤0.01%
265
+94
2040
$10.5K ﹤0.01%
293
+104
2041
$10.5K ﹤0.01%
239
+75
2042
$10.5K ﹤0.01%
728
+259
2043
$10.5K ﹤0.01%
85
-111
2044
$10.4K ﹤0.01%
905
+247
2045
$10.4K ﹤0.01%
2,293
+817
2046
$10.4K ﹤0.01%
1,377
+1,231
2047
$10.4K ﹤0.01%
349
+124
2048
$10.3K ﹤0.01%
941
+804
2049
$10.3K ﹤0.01%
512
+438
2050
$10.3K ﹤0.01%
481
+269