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
51
$14.7M 0.54%
+96,283
52
$14.6M 0.54%
+224,737
53
$14.5M 0.53%
+238,679
54
$13.8M 0.51%
+46,544
55
$13.7M 0.5%
+140,304
56
$13.2M 0.49%
+27,777
57
$12.8M 0.47%
+396,456
58
$12.4M 0.46%
+196,020
59
$12.3M 0.45%
+169,831
60
$12.2M 0.45%
+324,315
61
$11.9M 0.44%
+194,795
62
$11.8M 0.44%
+20,254
63
$11.6M 0.43%
+349,576
64
$11.4M 0.42%
+46,987
65
$11.1M 0.41%
+3,124
66
$11.1M 0.41%
+223,430
67
$10.8M 0.4%
+96,880
68
$10.4M 0.38%
+177,584
69
$10.3M 0.38%
+69,560
70
$9.9M 0.37%
+44,494
71
$9.76M 0.36%
+116,040
72
$9.62M 0.35%
+175,505
73
$9.6M 0.35%
+116,507
74
$9.47M 0.35%
+311,102
75
$9.24M 0.34%
+274,297
1 2
3
4 5