SCTC
Sanibel Captiva Trust Company Portfolio holdings
AUM
$3.25B
1-Year Est. Return
18.14%
1 Year Est. Return
+18.14%
AUM
$3.08B
AUM Growth
-$51.3M
(-1.6%)
Holding
404
Top Buys
| 1 | +$17.4M | |
| 2 | +$9.52M | |
| 3 | +$3.34M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.26M |
| 5 |
SPDR Gold Trust
GLD
|
+$3.01M |
Top Sells
| 1 | +$2.87M | |
| 2 | +$2.58M | |
| 3 | +$2.5M | |
| 4 |
Verizon
VZ
|
+$1.94M |
| 5 |
Accenture
ACN
|
+$1.79M |
Sector Composition
| 1 | Technology | 23.36% |
| 2 | Financials | 14.84% |
| 3 | Healthcare | 11.68% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Marvell Technology
MRVL
$75.8B
| – | – |
-2,290
|
|
||
402
Nuveen Municipal Value Fund
NUV
$1.88B
| – | – |
-20,000
|
|