SCM
Sitrin Capital Management Portfolio holdings
AUM
$211M
1-Year Est. Return
27.73%
This Fund
S&P 500
1 Year Est. Return
+27.73%
AUM
$211M
AUM Growth
+$2.34M
(+1.1%)
Holding
42
Top Buys
| 1 | +$4.19M | |
| 2 | +$104K | |
| 3 | +$61.4K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$54K |
| 5 |
Marathon Petroleum
MPC
|
+$39K |
Top Sells
| 1 | +$4.48M | |
| 2 | +$377K | |
| 3 | +$315K | |
| 4 |
Adobe
ADBE
|
+$236K |
| 5 |
Tesla
TSLA
|
+$82.3K |
Sector Composition
| 1 | Technology | 28.69% |
| 2 | Financials | 15.81% |
| 3 | Healthcare | 12.11% |
| 4 | Communication Services | 9.44% |
| 5 | Industrials | 7.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Lam Research
LRCX
$292B
| $12.6M | 5.97% |
73,406
-94
|
|
||
2
Apple
AAPL
$3.81T
| $12.3M | 5.85% |
45,364
-84
|
|
||
3
Alphabet (Google) Class A
GOOGL
$4.08T
| $10.5M | 4.96% |
33,427
-252
|
|
||
4
NVIDIA
NVDA
$4.65T
| $10M | 4.76% |
53,737
-99
|
|
||
|
5
State Street SPDR S&P 500 ETF Trust
SPY
$709B
| $9.3M | 4.41% |
13,592
+79
|
|
||
6
JPMorgan Chase
JPM
$825B
| $8.67M | 4.12% |
26,920
+35
|
|
||
7
Walmart Inc
WMT
$950B
| $7.99M | 3.79% |
71,600
+320
|
|
||
8
Meta Platforms (Facebook)
META
$1.81T
| $7.6M | 3.61% |
11,519
+22
|
|
||
9
Amazon
AMZN
$2.56T
| $7.32M | 3.47% |
31,699
-107
|
|
||
10
Visa
V
$620B
| $7.1M | 3.37% |
20,245
-71
|
|
||
11
Microsoft
MSFT
$3.2T
| $6.8M | 3.23% |
14,059
-38
|
|
||
12
American International
AIG
$40.4B
| $6.73M | 3.19% |
78,661
-113
|
|
||
13
Eli Lilly
LLY
$928B
| $6.47M | 3.07% |
6,016
-4
|
|
||
14
Broadcom
AVGO
$1.57T
| $6.44M | 3.05% |
18,595
-138
|
|
||
15
Agilent Technologies
A
$37.9B
| $6.43M | 3.05% |
47,253
-8
|
|
||
16
Blackrock
BLK
$174B
| $6.37M | 3.02% |
5,952
|
|
||
17
AbbVie
ABBV
$394B
| $6.36M | 3.02% |
27,823
+456
|
|
||
18
Amgen
AMGN
$184B
| $6.27M | 2.98% |
19,161
-31
|
|
||
19
Waste Management
WM
$89.5B
| $6.14M | 2.91% |
27,936
-43
|
|
||
|
20
Marathon Petroleum
MPC
$53B
| $6.06M | 2.88% |
37,262
+240
|
|
||
21
Costco
COST
$417B
| $6.01M | 2.85% |
6,967
+34
|
|
||
22
D.R. Horton
DHI
$43.1B
| $5.69M | 2.7% |
39,499
+198
|
|
||
23
Palo Alto Networks
PANW
$123B
| $5.12M | 2.43% |
27,774
+11
|
|
||
24
Masco
MAS
$13.7B
| $4.91M | 2.33% |
77,309
-135
|
|
||
25
Qualcomm
QCOM
$162B
| $4.68M | 2.22% |
27,377
+32
|
|