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
$74M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$518K
2 +$488K
3 +$474K
4
ENB icon
Enbridge
ENB
+$403K
5
CELG
Celgene Corp
CELG
+$318K

Top Sells

1 +$519K
2 +$470K
3 +$453K
4
NBR icon
Nabors Industries
NBR
+$452K
5
MMLP icon
Martin Midstream Partners
MMLP
+$396K

Sector Composition

1 Financials 24.89%
2 Healthcare 18.77%
3 Energy 16.48%
4 Consumer Discretionary 10.08%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$57K 0.08%
25,232
-20,700
102
$14K 0.02%
25,900
-241,175
103
$5K 0.01%
18,275
-311,005
104
-7,950
105
-32,060
106
-42,100