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
$94.2M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$369K
2 +$310K
3 +$228K
4
BMY icon
Bristol-Myers Squibb
BMY
+$227K
5
V icon
Visa
V
+$222K

Top Sells

1 +$518K
2 +$309K
3 +$289K
4
SNV icon
Synovus
SNV
+$272K
5
X
US Steel
X
+$252K

Sector Composition

1 Financials 30.09%
2 Energy 17.72%
3 Industrials 11.98%
4 Healthcare 10.1%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$124K 0.13%
2,785
-488
102
-182