SFM

Systematic Financial Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
-$871M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$86.2M
3
+$76.2M
4
SLG icon
SL Green Realty
SLG
+$73.1M
5
AVNS icon
Avanos Medical
AVNS
+$69.4M

Top Sells

1
+$113M
2
+$109M
3
+$100M
4
TAP icon
Molson Coors Class B
TAP
+$81.8M
5
PBI icon
Pitney Bowes
PBI
+$75.5M

Sector Composition

1 Financials 19.84%
2 Industrials 11.84%
3 Consumer Discretionary 11.4%
4 Healthcare 11.36%
5 Technology 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.12M 0.02%
66,325
+3,635
377
$3.12M 0.02%
276,080
-217,595
378
$3.11M 0.02%
157,585
+82,480
379
$3.06M 0.02%
180,810
-57,960
380
$3.06M 0.02%
107,100
+5,515
381
$3.04M 0.02%
168,810
-57,355
382
$3.04M 0.02%
361,345
-34,430
383
$3.03M 0.02%
678,425
-218,175
384
$2.93M 0.02%
60,836
-290
385
$2.92M 0.02%
169,375
+4,640
386
$2.91M 0.02%
67,960
-4,130
387
$2.9M 0.02%
41,095
-1,630
388
$2.86M 0.02%
+91,240
389
$2.83M 0.02%
380,175
-13,400
390
$2.79M 0.02%
266,029
+265,680
391
$2.77M 0.02%
220,340
+15,075
392
$2.76M 0.02%
325,245
-108,755
393
$2.76M 0.02%
80,125
-3,575
394
$2.76M 0.02%
143,875
-3,851,185
395
$2.75M 0.02%
76,085
+4,775
396
$2.74M 0.02%
38,635
+990
397
$2.73M 0.02%
+178,495
398
$2.73M 0.02%
92,140
+6,300
399
$2.72M 0.02%
+46,380
400
$2.71M 0.02%
34,225
-2,940
14 15
16
17 18