SCA
Stonebridge Capital Advisors Portfolio holdings
AUM
$1.32B
This Quarter Return
+0.56%
1 Year Return
+16.53%
3 Year Return
+63.11%
5 Year Return
+116.98%
10 Year Return
+257.59%
AUM
$204M
AUM Growth
+$204M
(+5.3%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
5.28%
Top 10 Holdings %
Top 10 Hldgs %
23.92%
Holding
151
New
11
Increased
70
Reduced
40
Closed
7
Top Buys
| 1 |
Eaton
ETN
|
$3.13M |
| 2 |
Blackrock
BLK
|
$2.76M |
| 3 |
Blackstone
BX
|
$2.03M |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$1.6M |
| 5 |
Hain Celestial
HAIN
|
$1.08M |
Top Sells
| 1 |
McDonald's
MCD
|
$2.23M |
| 2 |
ABB
ABB Ltd.
ABB
|
$1.59M |
| 3 |
Deere & Co
DE
|
$1.09M |
| 4 |
C.H. Robinson
CHRW
|
$1.02M |
| 5 |
Edwards Lifesciences
EW
|
$874K |
Sector Composition
| 1 | Financials | 14.75% |
| 2 | Industrials | 13.04% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Technology | 11.5% |
| 5 | Consumer Staples | 10.87% |
