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
$213M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.67M
3
+$6.45M
4
FDX icon
FedEx
FDX
+$230K
5
TGT icon
Target
TGT
+$61.6K

Top Sells

1
+$6.73M
2
+$6.15M
3
+$5.97M
4
BA icon
Boeing
BA
+$5.74M
5
IP icon
International Paper
IP
+$302K

Sector Composition

1 Technology 34.88%
2 Consumer Discretionary 16.18%
3 Healthcare 13.39%
4 Consumer Staples 12.04%
5 Communication Services 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.23M 2.46%
11,005
-335
27
$5.17M 2.43%
120,573
+4
28
$4.54M 2.14%
28,119
+167
29
$2.05M 0.96%
12,063
30
$1.13M 0.53%
3,210
31
$694K 0.33%
4,800
32
$440K 0.21%
2,690
33
$230K 0.11%
+890
34
– –
-26,158
35
– –
-245,934
36
– –
-34,469
37
– –
-26,098
1
2