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
$124M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$252K
2
+$248K
3
+$240K
4
SBUX icon
Starbucks
SBUX
+$238K
5
BDX icon
Becton Dickinson
BDX
+$237K

Top Sells

1
+$8.71M
2
+$270K
3
+$2.81K

Sector Composition

1 Technology 17.15%
2 Consumer Discretionary 15.04%
3 Financials 13.88%
4 Healthcare 13.05%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 2.48%
86,930
+4,331
27
$2.79M 2.24%
58,560
-183,094
28
$2.6M 2.09%
73,960
+3,460
29
$2.54M 2.04%
73,520
+3,520
30
$892K 0.72%
7,050
31
$644K 0.52%
14,400
+954
32
$393K 0.32%
4,000
33
$306K 0.25%
3,264
-30
34
$243K 0.2%
3,932
35
$218K 0.18%
40,000
36
$210K 0.17%
2,860
37
– –
-2,716
1
2