SCA

Stonebridge Capital Advisors Portfolio holdings

AUM $1.32B
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.15M
3
+$1.15M
4
DOW icon
Dow Inc
DOW
+$1.08M
5
F icon
Ford
F
+$1.06M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.25M
4
MSFT icon
Microsoft
MSFT
+$1.14M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Financials 15.05%
2 Technology 13.79%
3 Healthcare 11.5%
4 Consumer Staples 9.27%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$42K 0.01%
+2,820
352
$41K 0.01%
+1,900
353
$41K 0.01%
+948
354
$40K 0.01%
+1,551
355
$40K 0.01%
+1,100
356
$40K 0.01%
+400
357
$39K 0.01%
+97
358
$39K 0.01%
+2,278
359
$39K 0.01%
+1,300
360
$39K 0.01%
+191
361
$39K 0.01%
+307
362
$38K 0.01%
+2,448
363
$38K 0.01%
+200
364
$38K 0.01%
+1,219
365
$38K 0.01%
333
-9,747
366
$38K 0.01%
+450
367
$37K 0.01%
+260
368
$37K 0.01%
+323
369
$37K 0.01%
+1,200
370
$37K 0.01%
+475
371
$37K 0.01%
+300
372
$36K 0.01%
+1,000
373
$36K 0.01%
+1,835
374
$36K 0.01%
+295
375
$36K 0.01%
+445
13 14
15
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