SCM

Sitrin Capital Management Portfolio holdings

AUM $211M
1-Year Est. Return 27.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$96K
3
+$94.7K
4
BDX icon
Becton Dickinson
BDX
+$84.3K
5
PANW icon
Palo Alto Networks
PANW
+$74.2K

Top Sells

1
+$899K
2
+$378K
3
+$231K
4
CSCO icon
Cisco
CSCO
+$75.6K
5
JNJ icon
Johnson & Johnson
JNJ
+$72.2K

Sector Composition

1 Technology 27.44%
2 Healthcare 19.16%
3 Consumer Staples 10.86%
4 Financials 9.25%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.9M 2.51%
51,486
27
$4.64M 2.37%
38,484
-325
28
$4.54M 2.32%
14,103
-1,229
29
$1.78M 0.91%
12,470
+7,420
30
$499K 0.26%
3,052
-5,740
31
$482K 0.25%
7,644
-3,825
32
$349K 0.18%
5,000
33
$348K 0.18%
3,932
34
$336K 0.17%
2,690
35
$334K 0.17%
5,000
36
$248K 0.13%
4,700
37
$182K 0.09%
15,000
1
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