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
$129M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.97M
3
+$3.78M
4
PNC icon
PNC Financial Services
PNC
+$3.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$518K

Top Sells

1
+$4.37M
2
+$4.24M
3
+$3.79M
4
WFC icon
Wells Fargo
WFC
+$3.75M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$498K

Sector Composition

1 Financials 17.48%
2 Consumer Discretionary 14.37%
3 Healthcare 12.12%
4 Communication Services 12.02%
5 Technology 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 2.62%
+28,921
27
$2.94M 2.28%
74,200
+680
28
$2.87M 2.22%
74,280
+760
29
$1.49M 1.16%
28,738
-9,594
30
$706K 0.55%
14,376
-22
31
$554K 0.43%
5,050
-1,166
32
$375K 0.29%
4,000
33
$295K 0.23%
3,264
34
$276K 0.21%
2,860
35
$246K 0.19%
3,932
36
$73K 0.06%
10,000
-30,000
37
– –
-42,805
38
– –
-84,786
39
– –
-48,033
40
– –
-35,738
1
2