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
476
$18K ﹤0.01%
+170
477
$18K ﹤0.01%
+639
478
$18K ﹤0.01%
4,190
479
$18K ﹤0.01%
+572
480
$17K ﹤0.01%
+226
481
$17K ﹤0.01%
+553
482
$17K ﹤0.01%
+400
483
$17K ﹤0.01%
+300
484
$17K ﹤0.01%
+1,333
485
$17K ﹤0.01%
+800
486
$17K ﹤0.01%
+1,395
487
$17K ﹤0.01%
+1,100
488
$17K ﹤0.01%
+575
489
$17K ﹤0.01%
+71
490
$17K ﹤0.01%
+200
491
$17K ﹤0.01%
+400
492
$17K ﹤0.01%
+255
493
$17K ﹤0.01%
+925
494
$16K ﹤0.01%
+200
495
$16K ﹤0.01%
+391
496
$16K ﹤0.01%
+400
497
$16K ﹤0.01%
+295
498
$16K ﹤0.01%
+210
499
$16K ﹤0.01%
+4,600
500
$16K ﹤0.01%
+1,400
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