SCA
Stillwater Capital Advisors Portfolio holdings
AUM
$786M
1-Year Return
25.37%
This Quarter Return
+12.52%
1 Year Return
+25.37%
3 Year Return
+114.83%
5 Year Return
+175.07%
10 Year Return
+359.03%
AUM
$459M
AUM Growth
+$58.1M
(+15%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
37.51%
Holding
88
New
6
Increased
26
Reduced
44
Closed
4
Top Buys
| 1 |
Broadcom
AVGO
|
$11.9M |
| 2 |
Marriott International Class A Common Stock
MAR
|
$11.5M |
| 3 |
Mondelez International
MDLZ
|
$11.1M |
| 4 |
Bank of America
BAC
|
$4.8M |
| 5 |
Lockheed Martin
LMT
|
$4.35M |
Top Sells
| 1 |
Chubb
CB
|
$11.8M |
| 2 |
DuPont de Nemours
DD
|
$9.51M |
| 3 |
Occidental Petroleum
OXY
|
$3.72M |
| 4 |
Goldman Sachs
GS
|
$3.42M |
| 5 |
iShares US Technology ETF
IYW
|
$1.51M |
Sector Composition
| 1 | Technology | 17.58% |
| 2 | Healthcare | 15.59% |
| 3 | Financials | 13.38% |
| 4 | Industrials | 7.63% |
| 5 | Consumer Discretionary | 5.71% |
