SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
This Quarter Return
+4.19%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$1.12B
AUM Growth
+$1.12B
(+7.4%)
Cap. Flow
+$42.5M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
40.81%
Holding
150
New
13
Increased
36
Reduced
37
Closed
7
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$22M |
| 2 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$10.2M |
| 3 |
WBMD
WebMD Health Corp.
WBMD
|
$8.96M |
| 4 |
Howmet Aerospace
HWM
|
$6.02M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$5.46M |
Top Sells
| 1 |
FDML
Federal-Mogul Holdings Corporation
FDML
|
$28.8M |
| 2 |
Freeport-McMoran
FCX
|
$13.7M |
| 3 |
Deere & Co
DE
|
$3.61M |
| 4 |
Twilio
TWLO
|
$2.39M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.58M |
Sector Composition
| 1 | Technology | 21.26% |
| 2 | Industrials | 11.75% |
| 3 | Healthcare | 9.44% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Financials | 8% |
