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
$74.2M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$466K
2 +$236K
3 +$235K
4
UNP icon
Union Pacific
UNP
+$232K
5
DHR icon
Danaher
DHR
+$228K

Top Sells

1 +$341K
2 +$188K
3 +$186K
4
NVR icon
NVR
NVR
+$176K
5
LLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,925