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
776
$8K ﹤0.01%
300
+150
777
$8K ﹤0.01%
+209
778
$8K ﹤0.01%
200
+100
779
$8K ﹤0.01%
200
+100
780
$8K ﹤0.01%
+116
781
$7K ﹤0.01%
55
+21
782
$7K ﹤0.01%
65
+37
783
$7K ﹤0.01%
11
+3
784
$7K ﹤0.01%
+14
785
$7K ﹤0.01%
226
+113
786
$7K ﹤0.01%
100
787
$7K ﹤0.01%
260
+130
788
$7K ﹤0.01%
199
789
$7K ﹤0.01%
40
+20
790
$7K ﹤0.01%
10
-90
791
$7K ﹤0.01%
239
792
$7K ﹤0.01%
51
793
$7K ﹤0.01%
46
+20
794
$6K ﹤0.01%
800
+400
795
$6K ﹤0.01%
+100
796
$6K ﹤0.01%
200
+100
797
$6K ﹤0.01%
40
+20
798
$6K ﹤0.01%
240
+120
799
$6K ﹤0.01%
150
+75
800
$6K ﹤0.01%
800
30 31
32
33 34