SCA

Stonebridge Capital Advisors Portfolio holdings

AUM $1.4B
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$23.2M
3
+$18.9M
4
JPM icon
JPMorgan Chase
JPM
+$17.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$16.2M

Top Sells

1
+$63K
2
+$273

Sector Composition

1 Technology 15.01%
2 Financials 12.87%
3 Healthcare 12.53%
4 Consumer Staples 10.96%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$97K 0.01%
2,150
+1,075
352
$96K 0.01%
840
+420
353
$96K 0.01%
1,874
+937
354
$95K 0.01%
1,155
+479
355
$95K 0.01%
2,500
+1,250
356
$93K 0.01%
938
+469
357
$93K 0.01%
3,000
+1,500
358
$92K 0.01%
1,246
+623
359
$91K 0.01%
2,642
+1,321
360
$91K 0.01%
1,223
+547
361
$90K 0.01%
1,830
+915
362
$90K 0.01%
682
+341
363
$90K 0.01%
5,064
+2,532
364
$88K 0.01%
4,581
+2,000
365
$87K 0.01%
821
+423
366
$86K 0.01%
226
+113
367
$85K 0.01%
764
+382
368
$85K 0.01%
1,696
+618
369
$83K 0.01%
1,907
+315
370
$83K 0.01%
3,726
+1,863
371
$82K 0.01%
523
+250
372
$82K 0.01%
4,556
+2,278
373
$82K 0.01%
2,778
+2
374
$82K 0.01%
624
+312
375
$82K 0.01%
446
+223
13 14
15
16 17