SCA

STALEY CAPITAL ADVISERS Portfolio holdings

AUM $2.43B
1-Year Est. Return 23.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$40.6M
2 +$15.4M
3 +$14.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.01M
5
CVX icon
Chevron
CVX
+$4.62M

Top Sells

1 +$20.5M
2 +$9.43M
3 +$6.05M
4
GLW icon
Corning
GLW
+$2.69M
5
MSFT icon
Microsoft
MSFT
+$2.67M

Sector Composition

1 Technology 25.04%
2 Healthcare 10.87%
3 Financials 8.84%
4 Industrials 6.88%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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