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
$169M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.27M
3
+$4.89M
4
LRCX icon
Lam Research
LRCX
+$4.85M
5
NFLX icon
Netflix
NFLX
+$3.86M

Top Sells

1
+$7.8M
2
+$6.52M
3
+$6.39M
4
CSCO icon
Cisco
CSCO
+$6.38M
5
AVGO icon
Broadcom
AVGO
+$5.26M

Sector Composition

1 Technology 25.34%
2 Healthcare 21.16%
3 Communication Services 11.43%
4 Consumer Staples 10.15%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 2.29%
+10,291
27
$3.76M 2.23%
+40,460
28
$3.6M 2.13%
13,964
-139
29
$3.52M 2.09%
+24,118
30
$3.52M 2.09%
+65,540
31
$748K 0.44%
5,050
-7,420
32
$305K 0.18%
5,260
+260
33
$300K 0.18%
3,932
34
$296K 0.18%
2,690
35
$260K 0.15%
2,017
-1,035
36
– –
-5,000
37
– –
-34,380
38
– –
-202,362
39
– –
-73,647
40
– –
-7,644
41
– –
-4,700
42
– –
-38,484
43
– –
-133,010
44
– –
-15,000
45
– –
-166,450
1
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