SCA
Stillwater Capital Advisors Portfolio holdings
AUM
$786M
This Quarter Return
+10.34%
1 Year Return
+25.37%
3 Year Return
+114.83%
5 Year Return
+175.07%
10 Year Return
+359.03%
AUM
$515M
AUM Growth
+$515M
(+8.7%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
43.86%
Holding
72
New
5
Increased
23
Reduced
29
Closed
4
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$9.26M |
| 2 |
Caterpillar
CAT
|
$9.17M |
| 3 |
NVIDIA
NVDA
|
$2.98M |
| 4 |
Walt Disney
DIS
|
$2.1M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$1.83M |
Top Sells
| 1 |
Pfizer
PFE
|
$15.8M |
| 2 |
Apple
AAPL
|
$1.58M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$1.51M |
| 4 |
Microsoft
MSFT
|
$1.07M |
| 5 |
Broadcom
AVGO
|
$468K |
Sector Composition
| 1 | Technology | 22.71% |
| 2 | Healthcare | 11.6% |
| 3 | Consumer Staples | 9.95% |
| 4 | Financials | 8.11% |
| 5 | Industrials | 7.86% |
