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
$100M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$891K
2 +$799K
3 +$781K
4
SM icon
SM Energy
SM
+$637K
5
BMY icon
Bristol-Myers Squibb
BMY
+$535K

Top Sells

1 +$1.22M
2 +$988K
3 +$913K
4
PCAR icon
PACCAR
PCAR
+$808K
5
CELG
Celgene Corp
CELG
+$509K

Sector Composition

1 Financials 25.88%
2 Energy 20.75%
3 Healthcare 13.41%
4 Consumer Discretionary 9.53%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$217K 0.22%
+2,030
102
$174K 0.17%
+13,381
103
$138K 0.14%
15,425
+2,925
104
$70K 0.07%
61,125
+43,125
105
-3,400
106
-47,198
107
-3,050
108
-22,564
109
-5,706