SFM
Systematic Financial Management Portfolio holdings
AUM
$3.75B
1-Year Return
10.53%
This Quarter Return
+11.96%
1 Year Return
+10.53%
3 Year Return
+61.77%
5 Year Return
+158.53%
10 Year Return
+318.64%
AUM
$13.6B
AUM Growth
+$1.02B
(+8.1%)
Cap. Flow
-$24.9M
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
13.25%
Holding
759
New
118
Increased
265
Reduced
235
Closed
113
Top Buys
| 1 |
MRC Global
MRC
|
$134M |
| 2 |
Voya Financial
VOYA
|
$129M |
| 3 |
Edgewell Personal Care
EPC
|
$129M |
| 4 |
Weyerhaeuser
WY
|
$114M |
| 5 |
Hanesbrands
HBI
|
$107M |
Top Sells
| 1 |
RYL
RYLAND GROUP INC
RYL
|
$126M |
| 2 |
Skyworks Solutions
SWKS
|
$112M |
| 3 |
Kilroy Realty
KRC
|
$111M |
| 4 |
Emcor
EME
|
$106M |
| 5 |
AGCO
AGCO
|
$104M |
Sector Composition
| 1 | Financials | 19.61% |
| 2 | Industrials | 12.8% |
| 3 | Consumer Discretionary | 10.69% |
| 4 | Technology | 9.36% |
| 5 | Energy | 8.8% |