SCA

STALEY CAPITAL ADVISERS Portfolio holdings

AUM $2.36B
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$823M
2
+$8.88M
3
+$6.26M
4
CVS icon
CVS Health
CVS
+$5.67M
5
DD icon
DuPont de Nemours
DD
+$5.48M

Top Sells

1
+$27.5M
2
+$2.31M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.43M
5
XOM icon
Exxon Mobil
XOM
+$1.32M

Sector Composition

1 Technology 23.41%
2 Industrials 9.89%
3 Healthcare 8.8%
4 Financials 8.44%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
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