SCA

Sippican Capital Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 15.71%
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.6M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$979K
2 +$717K
3 +$334K
4
EOG icon
EOG Resources
EOG
+$310K
5
NBR icon
Nabors Industries
NBR
+$308K

Top Sells

1 +$611K
2 +$317K
3 +$315K
4
SWN
Southwestern Energy Company
SWN
+$296K
5
HON icon
Honeywell
HON
+$278K

Sector Composition

1 Financials 29.79%
2 Energy 19.43%
3 Healthcare 13.02%
4 Industrials 11.68%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,559
102
-48,700