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
576
$2.1M 0.02%
39,369
+10,555
577
$2.1M 0.02%
229,745
+34,500
578
$2.08M 0.02%
110,609
+6,455
579
$2.08M 0.02%
69,320
+4,725
580
$2.08M 0.02%
27,713
+505
581
$2.05M 0.02%
+49,580
582
$2.04M 0.02%
198,600
+15,850
583
$2.04M 0.02%
129,540
-1,020
584
$2.04M 0.02%
6,044
+469
585
$2.01M 0.02%
317,310
-427,220
586
$1.98M 0.02%
1,502,380
+135,975
587
$1.96M 0.02%
+126,565
588
$1.91M 0.02%
66,059
+4,800
589
$1.91M 0.02%
146,515
+38,515
590
$1.86M 0.01%
144,445
+11,550
591
$1.86M 0.01%
+171,560
592
$1.8M 0.01%
+180,508
593
$1.72M 0.01%
295,255
+11,945
594
$1.72M 0.01%
+294,970
595
$1.7M 0.01%
1,703,375
+273,775
596
$1.7M 0.01%
89,657
+21,745
597
$1.67M 0.01%
347,530
+25,130
598
$1.58M 0.01%
+2,558
599
$1.55M 0.01%
20,978
+1,322
600
$1.4M 0.01%
+168,335
22 23
24
25 26