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
$326M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$9.47M
3 +$8.23M
4
ORCL icon
Oracle
ORCL
+$7.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.88M

Top Sells

1 +$9.94M
2 +$4.34M
3 +$3.8M
4
SLB icon
SLB Limited
SLB
+$3.53M
5
VZ icon
Verizon
VZ
+$3.24M

Sector Composition

1 Financials 18.46%
2 Industrials 15.07%
3 Healthcare 13.12%
4 Technology 12.29%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,349
77
-2,832
78
-311,440
79
-5,749
80
-3,210
81
-25,000