SCM

Stonebridge Capital Management Portfolio holdings

AUM $256M
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$225K
3 +$203K
4
AMD icon
Advanced Micro Devices
AMD
+$82K
5
DIS icon
Walt Disney
DIS
+$52.9K

Top Sells

1 +$3.23M
2 +$245K
3 +$235K
4
SHEL icon
Shell
SHEL
+$208K
5
ORCL icon
Oracle
ORCL
+$119K

Sector Composition

1 Technology 37.25%
2 Healthcare 12.05%
3 Industrials 8.95%
4 Consumer Staples 8.19%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$127K 0.05%
23,000
77
-230
78
-2,876