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
$139M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.62M
3
+$537K

Top Sells

1
+$3.86M
2
+$1.7M
3
+$1.61M
4
NFLX icon
Netflix
NFLX
+$875K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$814K

Sector Composition

1 Healthcare 15.44%
2 Financials 15.24%
3 Consumer Discretionary 14.99%
4 Communication Services 12.22%
5 Technology 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 2.61%
+65,667
27
$3.46M 2.49%
28,821
-100
28
$3.13M 2.25%
73,800
-400
29
$3.06M 2.2%
73,840
-440
30
$811K 0.58%
14,346
-14,392
31
$722K 0.52%
14,301
-75
32
$600K 0.43%
5,050
33
$380K 0.27%
4,000
34
$268K 0.19%
3,264
35
$256K 0.18%
3,932
36
$237K 0.17%
2,430
-430
37
– –
-10,000
38
– –
-167,469
1
2