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
451
$2.52M 0.02%
138,860
+1,565
452
$2.52M 0.02%
53,210
+125
453
$2.51M 0.02%
+34,235
454
$2.51M 0.02%
76,645
+6,125
455
$2.51M 0.02%
80,050
+2,215
456
$2.51M 0.02%
87,980
+9,280
457
$2.5M 0.02%
280,940
+64,745
458
$2.5M 0.02%
100,695
+20
459
$2.5M 0.02%
50,114
+665
460
$2.5M 0.02%
+175,015
461
$2.5M 0.02%
141,065
-1,660
462
$2.49M 0.02%
30,705
-1,205
463
$2.48M 0.02%
52,505
+2,550
464
$2.48M 0.02%
27,300
+1,025
465
$2.48M 0.02%
+155,585
466
$2.48M 0.02%
86,810
+1,725
467
$2.48M 0.02%
+63,775
468
$2.47M 0.02%
87,395
+2,490
469
$2.47M 0.02%
61,365
+2,100
470
$2.47M 0.02%
+229,260
471
$2.46M 0.02%
94,180
-45,060
472
$2.46M 0.02%
62,114
+4,735
473
$2.46M 0.02%
+307,875
474
$2.46M 0.02%
72,430
-1,625
475
$2.46M 0.02%
62,995
+1,570
17 18
19
20 21