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
$188M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.05M
3
+$2.41M
4
A icon
Agilent Technologies
A
+$2.28M
5
STZ icon
Constellation Brands
STZ
+$1.69M

Top Sells

1
+$5.21M
2
+$4.84M
3
+$4.46M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M
5
PYPL icon
PayPal
PYPL
+$2.54M

Sector Composition

1 Technology 27.9%
2 Healthcare 17.75%
3 Financials 12.67%
4 Consumer Staples 10.65%
5 Communication Services 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.86M 2.59%
39,016
-354
27
$4.75M 2.53%
165,190
-1,590
28
$4.51M 2.4%
51,486
29
$4.41M 2.35%
15,042
-11,140
30
$1.32M 0.7%
8,792
31
$777K 0.41%
13,707
32
$673K 0.36%
5,050
33
$383K 0.2%
5,000
34
$286K 0.15%
3,932
35
$270K 0.14%
+4,980
36
$205K 0.11%
+1,467
37
$203K 0.11%
+4,700
38
$167K 0.09%
15,000
39
– –
-24,065
40
– –
-31,685
41
– –
-87,922
1
2