ST

Spinnaker Trust Portfolio holdings

AUM $1.66B
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 17.62%
2 Healthcare 4.01%
3 Financials 3.75%
4 Technology 3.74%
5 Consumer Staples 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,765
202
-4,066
203
-5,370