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
$148M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$5.17M
3
+$177K
4
BDX icon
Becton Dickinson
BDX
+$125K
5
META icon
Meta Platforms (Facebook)
META
+$121K

Top Sells

1
+$5.43M
2
+$4.53M
3
+$59.2K
4
XOM icon
Exxon Mobil
XOM
+$19.7K

Sector Composition

1 Financials 19.44%
2 Healthcare 15.59%
3 Technology 15.12%
4 Communication Services 12.42%
5 Consumer Discretionary 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 2.48%
29,332
+511
27
$3.5M 2.37%
66,932
+1,265
28
$3.48M 2.36%
74,920
+1,120
29
$3.41M 2.31%
75,080
+1,240
30
$821K 0.56%
14,346
31
$728K 0.49%
14,301
32
$596K 0.4%
5,050
33
$396K 0.27%
4,000
34
$285K 0.19%
3,932
35
$244K 0.17%
3,020
-244
36
$244K 0.17%
2,430
37
$177K 0.12%
+15,000
38
– –
-3,052
39
– –
-43,809
1
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