SFM
Systematic Financial Management Portfolio holdings
AUM
$3.75B
1-Year Return
10.53%
This Quarter Return
+12.32%
1 Year Return
+10.53%
3 Year Return
+61.77%
5 Year Return
+158.53%
10 Year Return
+318.64%
AUM
$12.6B
AUM Growth
+$958M
(+8.2%)
Cap. Flow
+$63.3M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
12.34%
Holding
760
New
130
Increased
207
Reduced
273
Closed
119
Top Buys
| 1 |
ManpowerGroup
MAN
|
$153M |
| 2 |
Atmos Energy
ATO
|
$128M |
| 3 |
Everest Group
EG
|
$124M |
| 4 |
Huntington Bancshares
HBAN
|
$108M |
| 5 |
NSM
Nationstar Mortgage Holdings
NSM
|
$101M |
Top Sells
| 1 |
Ryder
R
|
$145M |
| 2 |
Patterson-UTI
PTEN
|
$131M |
| 3 |
NRG Energy
NRG
|
$112M |
| 4 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
$94.3M |
| 5 |
CoreCivic
CXW
|
$93.3M |
Sector Composition
| 1 | Financials | 18.52% |
| 2 | Industrials | 13.07% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Technology | 10.61% |
| 5 | Energy | 8.21% |