SCA

Sippican Capital Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.6M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$357K
3 +$355K
4
WFT
Weatherford International plc
WFT
+$283K
5
CVS icon
CVS Health
CVS
+$256K

Top Sells

1 +$1.89M
2 +$512K
3 +$306K
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$226K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$201K

Sector Composition

1 Financials 30.55%
2 Energy 18.26%
3 Industrials 13.39%
4 Healthcare 8.15%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,955