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
151
$1.8M 0.07%
+74,557
152
$1.8M 0.07%
+7,276
153
$1.79M 0.07%
+14,433
154
$1.78M 0.07%
+3,731
155
$1.77M 0.07%
+12,483
156
$1.76M 0.06%
+7,073
157
$1.71M 0.06%
+4,173
158
$1.69M 0.06%
+41,896
159
$1.67M 0.06%
+22,132
160
$1.66M 0.06%
+12,363
161
$1.59M 0.06%
+19,672
162
$1.55M 0.06%
+6,811
163
$1.54M 0.06%
+15,298
164
$1.52M 0.06%
+43,777
165
$1.52M 0.06%
+18,095
166
$1.49M 0.05%
+10,090
167
$1.48M 0.05%
+25,807
168
$1.47M 0.05%
+3,210
169
$1.47M 0.05%
+3,859
170
$1.45M 0.05%
+8,926
171
$1.43M 0.05%
+21,692
172
$1.43M 0.05%
+84,985
173
$1.42M 0.05%
+14,920
174
$1.41M 0.05%
+13,832
175
$1.4M 0.05%
+5,695
5 6
7
8 9