SCTC
Sanibel Captiva Trust Company Portfolio holdings
AUM
$3.25B
1-Year Return
18.14%
This Quarter Return
+1.36%
1 Year Return
+18.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.92B
AUM Growth
-$13.1M
(-0.45%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
32.79%
Holding
377
New
13
Increased
95
Reduced
172
Closed
8
Top Buys
| 1 |
Intel
INTC
|
$3.33M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.17M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.02M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$3.02M |
| 5 |
Amphenol
APH
|
$1.76M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.65M |
| 2 |
Apple
AAPL
|
$4.6M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.82M |
| 4 |
Visa
V
|
$2.43M |
| 5 |
Accenture
ACN
|
$2.08M |
Sector Composition
| 1 | Technology | 24.9% |
| 2 | Financials | 13.38% |
| 3 | Healthcare | 12.56% |
| 4 | Consumer Discretionary | 9.24% |
| 5 | Communication Services | 8.12% |
