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
$861M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$3.88M
2 +$3.66M
3 +$3.53M
4
FCX icon
Freeport-McMoran
FCX
+$3.39M
5
TWI icon
Titan International
TWI
+$2.58M

Top Sells

1 +$5.82M
2 +$2.13M
3 +$1.98M
4
CNO icon
CNO Financial Group
CNO
+$1.87M
5
NEM icon
Newmont
NEM
+$660K

Sector Composition

1 Technology 16.89%
2 Industrials 10.75%
3 Financials 10.18%
4 Consumer Discretionary 10.02%
5 Healthcare 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,550
127
-2,424
128
-28,650
129
-3,958
130
-2,080
131
-2,900
132
-4,400
133
-2,000