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
$200M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$5.19M
3
+$66K
4
CRM icon
Salesforce
CRM
+$59.6K
5
LUV icon
Southwest Airlines
LUV
+$58.6K

Top Sells

1
+$6M
2
+$2.98M
3
+$2.39M
4
LRCX icon
Lam Research
LRCX
+$2.19M
5
ZM icon
Zoom
ZM
+$610K

Sector Composition

1 Technology 27%
2 Consumer Staples 13.68%
3 Healthcare 12.88%
4 Consumer Discretionary 11.99%
5 Communication Services 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 2.76%
24,853
+268
27
$5.44M 2.72%
10,057
+78
28
$5.19M 2.59%
+38,523
29
$5.08M 2.54%
48,363
+282
30
$4.93M 2.46%
14,604
-1,809
31
$4.92M 2.46%
18,533
+110
32
$4.18M 2.09%
11,192
-169
33
$1.49M 0.75%
12,063
-2,283
34
$755K 0.38%
3,210
35
$420K 0.21%
4,800
36
$374K 0.19%
2,690
37
$231K 0.12%
890
38
– –
-27,089
1
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