SCA
Stonebridge Capital Advisors Portfolio holdings
AUM
$1.32B
This Quarter Return
+9.52%
1 Year Return
+16.53%
3 Year Return
+63.11%
5 Year Return
+116.98%
10 Year Return
+257.59%
AUM
$194M
AUM Growth
–
Cap. Flow
+$194M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.3%
Holding
140
New
140
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.33M |
| 2 |
Coca-Cola
KO
|
$5.36M |
| 3 |
Procter & Gamble
PG
|
$5.2M |
| 4 |
McDonald's
MCD
|
$4.98M |
| 5 |
Visa
V
|
$4.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 13.68% |
| 2 | Technology | 12.85% |
| 3 | Financials | 12.8% |
| 4 | Industrials | 12.45% |
| 5 | Consumer Staples | 11.26% |
