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
$102M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$529K
3 +$493K
4
AGN
Allergan plc
AGN
+$390K
5
PXD
Pioneer Natural Resource Co.
PXD
+$339K

Top Sells

1 +$1.79M
2 +$403K
3 +$377K
4
WFC icon
Wells Fargo
WFC
+$343K
5
ESV
Ensco Rowan plc
ESV
+$339K

Sector Composition

1 Financials 28.03%
2 Energy 17.78%
3 Healthcare 13.19%
4 Industrials 11.05%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,635