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
176
$1.31M 0.05%
+15,895
177
$1.28M 0.05%
+19,688
178
$1.21M 0.04%
+17,995
179
$1.16M 0.04%
+12,437
180
$1.15M 0.04%
+4,774
181
$1.14M 0.04%
+8,611
182
$1.12M 0.04%
+8,078
183
$1.09M 0.04%
+9,786
184
$1.07M 0.04%
+3,921
185
$1.07M 0.04%
+30,770
186
$1.07M 0.04%
+20,803
187
$1.06M 0.04%
+23,200
188
$1.03M 0.04%
+13,316
189
$1.02M 0.04%
+11,455
190
$1M 0.04%
+5,002
191
$992K 0.04%
+6,637
192
$949K 0.04%
+10,530
193
$914K 0.03%
+8,836
194
$911K 0.03%
+5,515
195
$900K 0.03%
+6,762
196
$888K 0.03%
+41,259
197
$876K 0.03%
+11,982
198
$876K 0.03%
+4,583
199
$876K 0.03%
+9,763
200
$861K 0.03%
+17,690
6 7
8
9 10