SCM

Sitrin Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 24.58%
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.88M
3
+$4.74M
4
BDX icon
Becton Dickinson
BDX
+$4.58M
5
AMT icon
American Tower
AMT
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.55%
2 Healthcare 15.55%
3 Consumer Discretionary 15.26%
4 Technology 13.19%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 2.76%
+128,904
27
$2.86M 2.5%
+99,687
28
$2.7M 2.36%
+73,380
29
$2.62M 2.3%
+72,900
30
$1M 0.88%
+26,072
31
$742K 0.65%
+7,050
32
$542K 0.47%
+13,446
33
$387K 0.34%
+4,000
34
$248K 0.22%
+3,294
35
$219K 0.19%
+3,932
36
$205K 0.18%
+2,860
37
$154K 0.13%
+40,000
1
2