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
$186M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.14M
3
+$5.09M
4
AVGO icon
Broadcom
AVGO
+$5.01M
5
MLM icon
Martin Marietta Materials
MLM
+$4.84M

Top Sells

1
+$5.71M
2
+$5.58M
3
+$3.86M
4
USB icon
US Bancorp
USB
+$3.66M
5
NFLX icon
Netflix
NFLX
+$1.41M

Sector Composition

1 Technology 27.14%
2 Healthcare 17.06%
3 Financials 16.64%
4 Consumer Discretionary 9.68%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 2.6%
39,370
+353
27
$4.84M 2.6%
+24,065
28
$4.57M 2.45%
26,081
+220
29
$4.46M 2.39%
87,922
+759
30
$4.02M 2.16%
51,486
31
$1.27M 0.68%
8,792
32
$752K 0.4%
13,707
+18
33
$616K 0.33%
5,050
34
$404K 0.22%
5,000
+1,000
35
$317K 0.17%
3,932
36
$176K 0.09%
15,000
37
– –
-17,693
38
– –
-107,281
39
– –
-80,172
40
– –
-94,647
1
2