SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
1-Year Return
16.46%
This Quarter Return
+10.67%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$1.35B
AUM Growth
+$117M
(+9.4%)
Cap. Flow
-$2.48M
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
41.68%
Holding
179
New
10
Increased
51
Reduced
45
Closed
8
Top Buys
| 1 |
CVS Health
CVS
|
$7.35M |
| 2 |
Schlumberger
SLB
|
$5.95M |
| 3 |
Delta Air Lines
DAL
|
$2.89M |
| 4 |
Amazon
AMZN
|
$2.34M |
| 5 |
DuPont de Nemours
DD
|
$1.92M |
Top Sells
| 1 |
McEwen Inc.
MUX
|
$6.45M |
| 2 |
Twilio
TWLO
|
$3.63M |
| 3 |
NUAN
Nuance Communications, Inc.
NUAN
|
$3.5M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.75M |
| 5 |
Intel
INTC
|
$2.49M |
Sector Composition
| 1 | Technology | 23.81% |
| 2 | Healthcare | 9.46% |
| 3 | Industrials | 9.09% |
| 4 | Financials | 8.11% |
| 5 | Consumer Discretionary | 6.81% |
