SCTC

Sanibel Captiva Trust Company Portfolio holdings

AUM $3.51B
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$155M
2 +$140M
3 +$97.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$94.3M
5
HD icon
Home Depot
HD
+$88.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.54%
2 Financials 13.67%
3 Healthcare 12.98%
4 Consumer Discretionary 9.76%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$592K 0.02%
+7,760
227
$591K 0.02%
+1,439
228
$591K 0.02%
+1,253
229
$588K 0.02%
+7,570
230
$584K 0.02%
+5,444
231
$580K 0.02%
+3,062
232
$579K 0.02%
+1,043
233
$578K 0.02%
+11,233
234
$572K 0.02%
+19,004
235
$563K 0.02%
+11,442
236
$558K 0.02%
+1,100
237
$555K 0.02%
+7,396
238
$552K 0.02%
+7,847
239
$546K 0.02%
+4,371
240
$544K 0.02%
+14,892
241
$535K 0.02%
+707
242
$516K 0.02%
+7,000
243
$484K 0.02%
+5,080
244
$475K 0.02%
+3,777
245
$463K 0.02%
+3,950
246
$461K 0.02%
+4,945
247
$454K 0.02%
+5,968
248
$448K 0.02%
+6,850
249
$446K 0.02%
+6,657
250
$442K 0.02%
+5,700