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
$9.15B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$81.8M
3 +$66.6M
4
GPN icon
Global Payments
GPN
+$64.7M
5
PF
Pinnacle Foods, Inc.
PF
+$64.1M

Top Sells

1 +$172M
2 +$95.2M
3 +$95M
4
LH icon
Labcorp
LH
+$87.3M
5
KAR icon
Openlane
KAR
+$72.6M

Sector Composition

1 Financials 19.68%
2 Industrials 15.2%
3 Consumer Discretionary 10.14%
4 Healthcare 8.8%
5 Technology 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-723
702
-71,428