SCM
Stonebridge Capital Management Portfolio holdings
AUM
$256M
This Quarter Return
+1.37%
1 Year Return
+15.25%
3 Year Return
+71.85%
5 Year Return
+125.65%
10 Year Return
+234.74%
AUM
$233M
AUM Growth
+$233M
(-1.3%)
Cap. Flow
-$7.82M
Cap. Flow
% of AUM
-3.35%
Top 10 Holdings %
Top 10 Hldgs %
35.09%
Holding
182
New
13
Increased
44
Reduced
59
Closed
25
Top Buys
| 1 |
Walt Disney
DIS
|
$1.39M |
| 2 |
Gilead Sciences
GILD
|
$1.33M |
| 3 |
Apple
AAPL
|
$1.18M |
| 4 |
Novartis
NVS
|
$875K |
| 5 |
Boeing
BA
|
$688K |
Top Sells
| 1 |
Agnico Eagle Mines
AEM
|
$1.31M |
| 2 |
GE Aerospace
GE
|
$1.24M |
| 3 |
Stryker
SYK
|
$944K |
| 4 |
McDonald's
MCD
|
$901K |
| 5 |
Johnson & Johnson
JNJ
|
$790K |
Sector Composition
| 1 | Technology | 24.81% |
| 2 | Healthcare | 15.84% |
| 3 | Industrials | 15.75% |
| 4 | Energy | 10.66% |
| 5 | Consumer Staples | 10.49% |
