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
$222M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.79M
3
+$2.08M
4
NFLX icon
Netflix
NFLX
+$1.33M
5
LUV icon
Southwest Airlines
LUV
+$1.29M

Top Sells

1
+$6.36M
2
+$5.39M
3
+$4.99M
4
CRL icon
Charles River Laboratories
CRL
+$2.84M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Sector Composition

1 Technology 30.67%
2 Communication Services 13.15%
3 Healthcare 12.56%
4 Consumer Discretionary 12.54%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.25M 2.82%
26,106
-1,028
27
$6.16M 2.78%
131,058
-4,791
28
$6.11M 2.75%
25,006
-379
29
$5.58M 2.52%
25,656
-32
30
$5.41M 2.44%
63,047
+193
31
$4.84M 2.18%
11,305
+8
32
$1.69M 0.76%
12,063
33
$912K 0.41%
7,280
+2,480
34
$727K 0.33%
3,210
35
$363K 0.16%
2,690
36
$266K 0.12%
890
37
– –
-75,094
38
– –
-81,335
39
– –
-38,781
1
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