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SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.36B
1-Year Est. Return
23.72%
This Fund
S&P 500
This Quarter
Est. Return
+4.07%
1 Year Est. Return
+23.72%
3 Year Est. Return
+72.54%
5 Year Est. Return
+79.76%
10 Year Est. Return
+284.42%
AUM
$618M
AUM Growth
–
Cap. Flow
+$715M
Cap. Flow
% of AUM
115.71%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$99M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$51.4M |
| 3 |
CNO Financial Group
CNO
|
+$32.6M |
| 4 |
3M
MMM
|
+$23.8M |
| 5 |
Qualcomm
QCOM
|
+$23.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.88% |
| 2 | Financials | 12.77% |
| 3 | Industrials | 12.39% |
| 4 | Healthcare | 10% |
| 5 | Materials | 5.95% |
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STALEY CAPITAL ADVISERS's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for STALEY CAPITAL ADVISERS, which disclosed 106 positions worth $618M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 600 shares worth $1.01M.
By sector, the portfolio is most concentrated in Technology at 20% of assets, followed by Financials and Industrials.
- STALEY CAPITAL ADVISERS's largest Q2 2013 buy was Berkshire Hathaway Class A: 600 shares worth $1.01M.
- STALEY CAPITAL ADVISERS's ten largest holdings make up 40% of its $618M portfolio in Q2 2013.
- STALEY CAPITAL ADVISERS disclosed 106 positions in Q2 2013, its first 13F filing on record.
Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2013, filed 12 Aug 2013.