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
201
$860K 0.03%
+17,254
202
$850K 0.03%
+24,098
203
$842K 0.03%
+16,501
204
$831K 0.03%
+1,566
205
$801K 0.03%
+15,384
206
$766K 0.03%
+5,472
207
$723K 0.03%
+27,686
208
$698K 0.03%
+2,347
209
$698K 0.03%
+18,043
210
$686K 0.03%
+3,179
211
$684K 0.03%
+11,395
212
$669K 0.02%
+7,318
213
$663K 0.02%
+800
214
$657K 0.02%
+16,829
215
$657K 0.02%
+5,052
216
$655K 0.02%
+3,655
217
$645K 0.02%
+52,941
218
$634K 0.02%
+2,726
219
$620K 0.02%
+4,648
220
$619K 0.02%
+14,309
221
$617K 0.02%
+16,641
222
$613K 0.02%
+12,600
223
$611K 0.02%
+12,745
224
$607K 0.02%
+17,139
225
$606K 0.02%
+4,626
7 8
9
10 11