SCA

Stillwater Capital Advisors Portfolio holdings

AUM $888M
1-Year Est. Return 30.07%
This Quarter Est. Return
1 Year Est. Return
+30.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$6.84M
3
+$6.73M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$6.73M
5
MRK icon
Merck
MRK
+$6.61M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.35%
2 Technology 15.99%
3 Energy 11.66%
4 Industrials 11.15%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.46%
+128,428
27
$2.06M 1.27%
+36,210
28
$1.92M 1.18%
+53,548
29
$1.33M 0.82%
+29,878
30
$1.22M 0.75%
+60,895
31
$1.1M 0.68%
+9,337
32
$1.02M 0.63%
+39,720
33
$989K 0.61%
+34,212
34
$878K 0.54%
+18,311
35
$758K 0.47%
+18,286
36
$551K 0.34%
+25,230
37
$433K 0.27%
+5,170
38
$427K 0.26%
+6,665
39
$416K 0.26%
+5,715
40
$392K 0.24%
+20,160
41
$361K 0.22%
+7,847
42
$296K 0.18%
+11,458
43
$231K 0.14%
+2,950
44
$216K 0.13%
+4,700
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