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
$822M
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$8.28M
2 +$4.94M
3 +$4.11M
4
CVX icon
Chevron
CVX
+$4.09M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.71M

Top Sells

1 +$11.3M
2 +$7.83M
3 +$5.31M
4
MRGE
MERGE HEALTHCARE INC COM STK (WI)
MRGE
+$5.14M
5
IBB icon
iShares Biotechnology ETF
IBB
+$4.15M

Sector Composition

1 Technology 20.32%
2 Industrials 10.51%
3 Consumer Discretionary 9.95%
4 Healthcare 9.71%
5 Financials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,350
127
-33,750
128
-2,000
129
-5,000
130
-2,500
131
-5,251
132
-189,000
133
-9,000
134
-56,770
135
-1,070,283