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
76
$9.14M 0.34%
+30,829
77
$9.02M 0.33%
+3,490
78
$8.91M 0.33%
+91,786
79
$8.77M 0.32%
+142,845
80
$8.5M 0.31%
+85,667
81
$8.08M 0.3%
+155,227
82
$8.03M 0.3%
+37,618
83
$7.99M 0.29%
+54,820
84
$7.98M 0.29%
+101,105
85
$7.67M 0.28%
+10,850
86
$7.5M 0.28%
+148,423
87
$7.42M 0.27%
+141,183
88
$7.14M 0.26%
+27,396
89
$7.01M 0.26%
+49,211
90
$6.93M 0.26%
+36,992
91
$6.69M 0.25%
+18,908
92
$6.57M 0.24%
+14,492
93
$6.44M 0.24%
+25,464
94
$6.38M 0.24%
+13,854
95
$6M 0.22%
+13,747
96
$5.72M 0.21%
+19,117
97
$5.69M 0.21%
+153,778
98
$5.63M 0.21%
+57,438
99
$4.9M 0.18%
+42,246
100
$4.53M 0.17%
+112,829
2 3
4
5 6