Stack Financial Management Inc

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Assets, Funds, Holdings

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Stack Financial Management Inc
CRD #106785
SEC #801-45724
CIK #1308685
AUM $1.2 BB (100% Disc, 100% US)
Employees13 (46% Investors, 0% Brokers)
Phone406-862-8000
Address625 Wisconsin Avenue
Whitefish, MT 59937-2129
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
ACN 104,720.0 50.9
MSFT 865,660.0 47.8
CSCO 228,550.0 44.4
UTX 108,590.0 42.1
ORCL 188,990.0 40.9
PEP 163,770.0 26.4
ADP 65,820.0 26.3
SLB 58,320.0 25.4
SBUX 86,650.0 24.6
ZTS 45,350.0 24.5
View All
Holdings by Sector ($BB)
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