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
826
$5K ﹤0.01%
12
+6
827
$5K ﹤0.01%
100
828
$5K ﹤0.01%
120
+60
829
$5K ﹤0.01%
270
+135
830
$5K ﹤0.01%
299
+37
831
$5K ﹤0.01%
28
+9
832
$5K ﹤0.01%
196
+98
833
$5K ﹤0.01%
200
+100
834
$5K ﹤0.01%
2,120
+1,560
835
$5K ﹤0.01%
200
+100
836
$5K ﹤0.01%
97
837
$4K ﹤0.01%
56
+28
838
$4K ﹤0.01%
34
+17
839
$4K ﹤0.01%
36
+18
840
$4K ﹤0.01%
176
+88
841
$4K ﹤0.01%
50
+25
842
$4K ﹤0.01%
28
+14
843
$4K ﹤0.01%
48
+24
844
$4K ﹤0.01%
28
+14
845
$4K ﹤0.01%
24
+4
846
$4K ﹤0.01%
33
+3
847
$4K ﹤0.01%
200
+100
848
$4K ﹤0.01%
38
+19
849
$4K ﹤0.01%
24
+12
850
$4K ﹤0.01%
24
+12
32 33
34
35 36