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
$109M
AUM Growth
+$581K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$898K
2 +$565K
3 +$484K
4
GEHC icon
GE HealthCare
GEHC
+$401K
5
C icon
Citigroup
C
+$320K

Top Sells

1 +$1.21M
2 +$1.08M
3 +$288K
4
GE icon
GE Aerospace
GE
+$276K
5
DIS icon
Walt Disney
DIS
+$216K

Sector Composition

1 Financials 26.33%
2 Healthcare 18.82%
3 Energy 16.9%
4 Consumer Discretionary 10.36%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$66.4K 0.06%
+12,100
102
$61.3K 0.06%
1,873
+433
103
$55.2K 0.05%
12,600
104
$38.4K 0.03%
32,000
105
-4,625