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
$82.7M
AUM Growth
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$464K
2 +$323K
3 +$299K
4
CSCO icon
Cisco
CSCO
+$298K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$216K

Top Sells

1 +$571K
2 +$510K
3 +$390K
4
ETN icon
Eaton
ETN
+$209K
5
M icon
Macy's
M
+$209K

Sector Composition

1 Financials 23.97%
2 Energy 16.13%
3 Healthcare 14.81%
4 Consumer Discretionary 12.05%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$95K 0.11%
24,850
-400
102
$87K 0.11%
935
+83
103
$83K 0.1%
11,325
+400
104
$80K 0.1%
2,625
-36
105
-2,510
106
-9,737
107
-15,220
108
-66,998