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
326
$222K 0.01%
+1,391
327
$219K 0.01%
+3,600
328
$218K 0.01%
+1,361
329
$212K 0.01%
+4,265
330
$212K 0.01%
+1,900
331
$209K 0.01%
+620
332
$209K 0.01%
+929
333
$205K 0.01%
+9,258
334
$203K 0.01%
+750
335
$201K 0.01%
+10,000
336
$194K 0.01%
+46,762
337
$120K ﹤0.01%
+20,000
338
$109K ﹤0.01%
+11,971
339
$102K ﹤0.01%
+3,333
340
$101K ﹤0.01%
+11,681
341
$83.3K ﹤0.01%
+15,000
342
$78.6K ﹤0.01%
+32,889
343
$54.1K ﹤0.01%
+13,875
344
$36.5K ﹤0.01%
+10,604
345
$27.4K ﹤0.01%
+15,000
346
$12.5K ﹤0.01%
+15,000