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
126
$3.16M 0.12%
+6,634
127
$3.06M 0.11%
+25,191
128
$2.95M 0.11%
+91,559
129
$2.9M 0.11%
+32,859
130
$2.89M 0.11%
+37,410
131
$2.59M 0.1%
+54,065
132
$2.58M 0.1%
+16,658
133
$2.57M 0.09%
+29,688
134
$2.56M 0.09%
+10,774
135
$2.54M 0.09%
+22,624
136
$2.5M 0.09%
+51,518
137
$2.34M 0.09%
+5,323
138
$2.29M 0.08%
+22,035
139
$2.24M 0.08%
+23,803
140
$2.23M 0.08%
+13,917
141
$2.17M 0.08%
+4
142
$2.13M 0.08%
+9,206
143
$2.09M 0.08%
+12,233
144
$2.06M 0.08%
+8,441
145
$2.01M 0.07%
+12,802
146
$1.97M 0.07%
+8,355
147
$1.96M 0.07%
+68,099
148
$1.82M 0.07%
+3,171
149
$1.81M 0.07%
+13,262
150
$1.81M 0.07%
+13,771
4 5
6
7 8