SCA

STALEY CAPITAL ADVISERS Portfolio holdings

AUM $2.35B
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.98M
3
+$2.13M
4
FDX icon
FedEx
FDX
+$1.83M
5
CVX icon
Chevron
CVX
+$1.67M

Top Sells

1
+$6.06M
2
+$2.46M
3
+$2.16M
4
CSCO icon
Cisco
CSCO
+$1.73M
5
FI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.09%
30,959
-80
77
$1.89M 0.08%
147,973
78
$1.87M 0.08%
67,461
-744
79
$1.84M 0.08%
8,187
80
$1.79M 0.08%
4,658
-150
81
$1.77M 0.08%
17,965
-550
82
$1.75M 0.08%
17,410
-1,005
83
$1.73M 0.08%
24,110
+28
84
$1.73M 0.08%
20,670
+2,960
85
$1.72M 0.08%
10,285
86
$1.71M 0.08%
6,492
-133
87
$1.69M 0.08%
59,000
88
$1.65M 0.07%
4,065
89
$1.56M 0.07%
9,182
90
$1.5M 0.07%
12,812
91
$1.47M 0.07%
22,500
92
$1.38M 0.06%
55,000
93
$1.37M 0.06%
61,953
-3,138
94
$1.37M 0.06%
28,500
95
$1.22M 0.05%
10,732
96
$1.16M 0.05%
28,148
-8,000
97
$1.15M 0.05%
5,963
98
$1.13M 0.05%
4,123
99
$1.13M 0.05%
1,792
100
$1.12M 0.05%
9,527
+26
2 3
4
5 6