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
526
$2.32M 0.02%
51,475
+855
527
$2.31M 0.02%
45,630
+3,650
528
$2.3M 0.02%
+68,300
529
$2.3M 0.02%
88,730
-6,915
530
$2.3M 0.02%
82,550
-9,860
531
$2.29M 0.02%
54,945
+780
532
$2.28M 0.02%
64,371
-4,970
533
$2.28M 0.02%
204,990
-3,755
534
$2.28M 0.02%
177,616
-10,925
535
$2.27M 0.02%
62,335
-283,098
536
$2.27M 0.02%
125,300
+9,600
537
$2.27M 0.02%
86,010
+2,100
538
$2.26M 0.02%
75,638
+6,040
539
$2.25M 0.02%
116,983
+7,025
540
$2.25M 0.02%
68,350
-7,260
541
$2.25M 0.02%
6,889
+550
542
$2.25M 0.02%
64,745
+880
543
$2.25M 0.02%
468,025
+29,375
544
$2.24M 0.02%
121,500
+7,650
545
$2.24M 0.02%
32,285
-2,325
546
$2.24M 0.02%
+461,050
547
$2.23M 0.02%
67,990
+2,040
548
$2.23M 0.02%
203,078
+1,911
549
$2.23M 0.02%
96,150
+9,235
550
$2.22M 0.02%
249,410
+14,600
20 21
22
23 24