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
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.9M
3
+$4.77M
4
NUE icon
Nucor
NUE
+$4.72M
5
TWX
Time Warner Inc
TWX
+$201K

Top Sells

1
+$5.12M
2
+$4.67M
3
+$4.2M
4
CERN
Cerner Corp
CERN
+$3.86M
5
BA icon
Boeing
BA
+$2.55M

Sector Composition

1 Technology 27.18%
2 Financials 18.93%
3 Healthcare 11.02%
4 Consumer Discretionary 9.51%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 2.64%
35,913
+165
27
$3.97M 2.56%
56,902
+143
28
$3.85M 2.48%
18,553
-3
29
$3.76M 2.43%
72,540
+300
30
$3.72M 2.4%
73,725
+265
31
$986K 0.64%
14,346
32
$758K 0.49%
14,265
-36
33
$635K 0.41%
5,050
34
$394K 0.25%
4,000
35
$372K 0.24%
3,932
36
$247K 0.16%
15,000
37
$225K 0.15%
3,020
38
$201K 0.13%
+2,130
39
– –
-57,295
40
– –
-135,844
41
– –
-29,040
42
– –
-29,469
1
2