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
$189M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.13M
3
+$6M
4
DOCU icon
DocuSign
DOCU
+$5.86M
5
CAT icon
Caterpillar
CAT
+$5.03M

Top Sells

1
+$5.58M
2
+$5.56M
3
+$3.93M
4
A icon
Agilent Technologies
A
+$3.2M
5
AAPL icon
Apple
AAPL
+$2.69M

Sector Composition

1 Technology 29.58%
2 Healthcare 15.94%
3 Communication Services 12.8%
4 Consumer Staples 11%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.14M 2.72%
51,433
-31,989
27
$5.03M 2.66%
+33,519
28
$5.02M 2.66%
9,979
+104
29
$4.95M 2.62%
+129,075
30
$4.85M 2.57%
125,051
-65,494
31
$3.79M 2.01%
11,361
-327
32
$1.52M 0.81%
14,346
33
$444K 0.24%
3,210
34
$372K 0.2%
2,690
35
$350K 0.19%
4,800
36
$227K 0.12%
+890
37
– –
-1,478
38
– –
-72,303
39
– –
-23,884
1
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