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
$155M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.7M
3
+$4.46M
4
GLW icon
Corning
GLW
+$4.45M
5
CERN
Cerner Corp
CERN
+$4.14M

Top Sells

1
+$5.2M
2
+$4.57M
3
+$4.19M
4
TGT icon
Target
TGT
+$3.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.41M

Sector Composition

1 Technology 22.91%
2 Financials 20.21%
3 Healthcare 15.17%
4 Communication Services 11.76%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 2.57%
74,623
-437
27
$3.93M 2.53%
29,156
-176
28
$3.88M 2.5%
18,821
-130
29
$3.76M 2.42%
+57,566
30
$3.61M 2.32%
74,140
-780
31
$883K 0.57%
14,346
32
$749K 0.48%
14,301
33
$614K 0.4%
5,050
34
$391K 0.25%
4,000
35
$349K 0.22%
3,932
36
$290K 0.19%
15,000
37
$249K 0.16%
2,430
38
$248K 0.16%
3,020
39
– –
-37,874
40
– –
-66,932
41
– –
-89,196
42
– –
-75,080
43
– –
-28,580
1
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