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
$176M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.6M
3
+$4.79M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.42M
5
AAPL icon
Apple
AAPL
+$905K

Top Sells

1
+$4.72M
2
+$3.97M
3
+$3.85M
4
CRM icon
Salesforce
CRM
+$1.54M
5
NFLX icon
Netflix
NFLX
+$1.54M

Sector Composition

1 Technology 27.66%
2 Financials 19.47%
3 Communication Services 12.53%
4 Healthcare 10.65%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.72M 2.68%
34,822
+1,595
27
$4.5M 2.56%
79,780
+7,240
28
$4.32M 2.45%
156,843
+9,548
29
$4.14M 2.35%
30,614
+1,820
30
$3.95M 2.24%
78,924
+5,199
31
$3.36M 1.91%
51,486
+37,140
32
$766K 0.43%
14,265
33
$599K 0.34%
5,050
34
$379K 0.22%
4,000
35
$364K 0.21%
3,932
36
$254K 0.14%
3,070
+50
37
$236K 0.13%
15,000
38
– –
-18,553
39
– –
-77,342
40
– –
-56,902
41
– –
-2,130
1
2