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
$3.12B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$3.73M
3
+$2.63M
4
UBER icon
Uber
UBER
+$2.24M
5
BX icon
Blackstone
BX
+$2.14M

Top Sells

1
+$4.4M
2
+$3.86M
3
+$3.65M
4
ADSK icon
Autodesk
ADSK
+$2.99M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.16M

Sector Composition

1 Technology 24.54%
2 Financials 13.99%
3 Healthcare 12.02%
4 Consumer Discretionary 9.51%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$497K 0.02%
4,890
277
$482K 0.02%
8,220
278
$481K 0.02%
4,574
279
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17,049
280
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+10,000
281
$461K 0.01%
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282
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-1,551
283
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4,331
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284
$449K 0.01%
7,201
+1
285
$442K 0.01%
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286
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15,000
287
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288
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7,000
289
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290
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291
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292
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293
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4,133
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295
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+1,519
296
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297
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298
$389K 0.01%
1,320
299
$384K 0.01%
3,267
+2
300
$381K 0.01%
3,214
-130
10 11
12
13 14