SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
1-Year Return
16.46%
This Quarter Return
+10.18%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$734M
AUM Growth
+$77.4M
(+12%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
39.36%
Holding
134
New
14
Increased
38
Reduced
30
Closed
8
Top Buys
| 1 |
General Motors
GM
|
$21.1M |
| 2 |
NUAN
Nuance Communications, Inc.
NUAN
|
$8.13M |
| 3 |
Coca-Cola
KO
|
$2.85M |
| 4 |
Philip Morris
PM
|
$2.64M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$2.17M |
Top Sells
| 1 |
GM.PRB
GENERAL MTRS CO JR PFD CONV SER B (DE)
GM.PRB
|
$18.9M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$12.5M |
| 3 |
WBMD
WebMD Health Corp.
WBMD
|
$4.58M |
| 4 |
HAR
Harman International Industries
HAR
|
$1.17M |
| 5 |
McDonald's
MCD
|
$971K |
Sector Composition
| 1 | Technology | 18.16% |
| 2 | Industrials | 12.52% |
| 3 | Financials | 10.73% |
| 4 | Healthcare | 9.94% |
| 5 | Consumer Discretionary | 8.95% |