SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
1-Year Return
16.46%
This Quarter Return
+4.07%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$618M
AUM Growth
–
Cap. Flow
+$618M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$51.1M |
| 2 |
CNO Financial Group
CNO
|
$35.8M |
| 3 |
3M
MMM
|
$23.9M |
| 4 |
Qualcomm
QCOM
|
$22.6M |
| 5 |
Microsoft
MSFT
|
$22.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.88% |
| 2 | Financials | 12.77% |
| 3 | Industrials | 12.39% |
| 4 | Healthcare | 10% |
| 5 | Materials | 5.95% |
