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
$1.34B
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$10.3M
3 +$4.16M
4
FDX icon
FedEx
FDX
+$2.47M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M

Sector Composition

1 Technology 24.77%
2 Healthcare 9.89%
3 Financials 8.87%
4 Consumer Discretionary 6.19%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,933
177
-72,481
178
-269,090