SCTC
Sanibel Captiva Trust Company Portfolio holdings
AUM
$3.51B
1-Year Est. Return
18.98%
1 Year Est. Return
+18.98%
AUM
$3.25B
AUM Growth
+$175M
(+5.7%)
Holding
403
Top Buys
| 1 | +$4.6M | |
| 2 | +$3.51M | |
| 3 | +$2.97M | |
| 4 |
Capital One
COF
|
+$2.85M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.73M |
Top Sells
| 1 | +$3.55M | |
| 2 | +$3.44M | |
| 3 | +$3.44M | |
| 4 |
UnitedHealth
UNH
|
+$3.37M |
| 5 |
PepsiCo
PEP
|
+$2.75M |
Sector Composition
| 1 | Technology | 25.59% |
| 2 | Financials | 14.64% |
| 3 | Healthcare | 9.73% |
| 4 | Consumer Discretionary | 9.23% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Extra Space Storage
EXR
$28.3B
| – | – |
-1,623
|
|