SCA
Sippican Capital Advisors Portfolio holdings
AUM
$138M
This Quarter Return
+21.43%
1 Year Return
+17.93%
3 Year Return
+61.72%
5 Year Return
+175.5%
10 Year Return
+300.77%
AUM
$74.2M
AUM Growth
+$74.2M
(+21%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
25.16%
Holding
101
New
7
Increased
41
Reduced
40
Closed
3
Top Buys
| 1 |
Micron Technology
MU
|
$466K |
| 2 |
PACW
PacWest Bancorp
PACW
|
$236K |
| 3 |
GE Aerospace
GE
|
$235K |
| 4 |
Union Pacific
UNP
|
$232K |
| 5 |
Danaher
DHR
|
$228K |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$341K |
| 2 |
Apple
AAPL
|
$188K |
| 3 |
Chubb
CB
|
$186K |
| 4 |
NVR
NVR
|
$176K |
| 5 |
Eli Lilly
LLY
|
$168K |
Sector Composition
| 1 | Financials | 20.85% |
| 2 | Healthcare | 16.51% |
| 3 | Energy | 12.63% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Technology | 9.04% |