SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
1-Year Return
16.46%
This Quarter Return
+4.15%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$2.24B
AUM Growth
+$63M
(+2.9%)
Cap. Flow
+$7.33M
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
46.49%
Holding
189
New
7
Increased
39
Reduced
38
Closed
6
Top Buys
| 1 |
Walt Disney
DIS
|
$5.18M |
| 2 |
Boeing
BA
|
$3.98M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$2.13M |
| 4 |
FedEx
FDX
|
$1.83M |
| 5 |
Chevron
CVX
|
$1.67M |
Top Sells
| 1 |
Liquidity Services
LQDT
|
$6.06M |
| 2 |
Intel
INTC
|
$2.46M |
| 3 |
CommScope
COMM
|
$2.16M |
| 4 |
Cisco
CSCO
|
$1.73M |
| 5 |
Fiserv
FI
|
$1.42M |
Sector Composition
| 1 | Technology | 23.69% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.22% |
| 4 | Communication Services | 7.49% |
| 5 | Materials | 7.22% |
