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
$1.27B
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$8.61M
3
+$5.89M
4
CVS icon
CVS Health
CVS
+$4.91M
5
DD icon
DuPont de Nemours
DD
+$4.89M

Top Sells

1
+$27.5M
2
+$2.31M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.42M
5
CSCO icon
Cisco
CSCO
+$1.25M

Sector Composition

1 Technology 23.41%
2 Industrials 9.89%
3 Healthcare 8.8%
4 Financials 8.46%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18K ﹤0.01%
6,000
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7