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
$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
976
$1K ﹤0.01%
+12
977
$1K ﹤0.01%
6
978
$1K ﹤0.01%
13
979
$1K ﹤0.01%
34
980
$1K ﹤0.01%
5
981
$1K ﹤0.01%
+300
982
$1K ﹤0.01%
5
983
$1K ﹤0.01%
70
984
$1K ﹤0.01%
+200
985
$1K ﹤0.01%
24
986
$1K ﹤0.01%
10
987
$1K ﹤0.01%
17
988
$1K ﹤0.01%
+29
989
$1K ﹤0.01%
461
990
$1K ﹤0.01%
100
991
$1K ﹤0.01%
38
992
$1K ﹤0.01%
20
993
$1K ﹤0.01%
20
+5
994
$1K ﹤0.01%
15
+4
995
$1K ﹤0.01%
25
996
$1K ﹤0.01%
15
997
$1K ﹤0.01%
200
998
$1K ﹤0.01%
+4
999
$1K ﹤0.01%
24
1000
$1K ﹤0.01%
2