SCA

Sippican Capital Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.07M
3 +$572K
4
MRK icon
Merck
MRK
+$509K
5
AGN
Allergan plc
AGN
+$428K

Top Sells

1 +$1.79M
2 +$377K
3 +$376K
4
WFC icon
Wells Fargo
WFC
+$319K
5
ESV
Ensco Rowan plc
ESV
+$318K

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