SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
1-Year Return
16.46%
This Quarter Return
+8.18%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$2.35B
AUM Growth
+$141M
(+6.4%)
Cap. Flow
+$5.55M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
47.29%
Holding
196
New
7
Increased
57
Reduced
53
Closed
5
Top Buys
| 1 |
J.M. Smucker
SJM
|
$8.53M |
| 2 |
Air Products & Chemicals
APD
|
$7.03M |
| 3 |
International Flavors & Fragrances
IFF
|
$4.37M |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$2.57M |
| 5 |
DuPont de Nemours
DD
|
$2.57M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$6.79M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$5.06M |
| 3 |
General Motors
GM
|
$4.39M |
| 4 |
FedEx
FDX
|
$3.84M |
| 5 |
Pfizer
PFE
|
$2.01M |
Sector Composition
| 1 | Technology | 23.48% |
| 2 | Financials | 12.1% |
| 3 | Communication Services | 7.7% |
| 4 | Consumer Discretionary | 7.56% |
| 5 | Materials | 6.88% |
