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
$157M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.97M
3
+$4.37M
4
NVDA icon
NVIDIA
NVDA
+$917K
5
GM icon
General Motors
GM
+$468K

Top Sells

1
+$7.48M
2
+$5.91M
3
+$5.47M
4
NFLX icon
Netflix
NFLX
+$4.76M
5
MPC icon
Marathon Petroleum
MPC
+$2.81M

Sector Composition

1 Technology 21.19%
2 Financials 14.38%
3 Healthcare 11.84%
4 Consumer Discretionary 11.49%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 2.6%
128,540
+14,725
27
$4.08M 2.6%
24,722
-485
28
$4.01M 2.56%
10,627
-133
29
$3.96M 2.52%
28,013
-531
30
$3.92M 2.5%
36,904
-876
31
$3.51M 2.24%
21,760
-273
32
$1.97M 1.25%
12,063
33
$721K 0.46%
3,210
34
$525K 0.33%
4,800
35
$387K 0.25%
2,690
36
$202K 0.13%
890
37
– –
-62,630
38
– –
-19,255
39
– –
-12,711
40
– –
-43,561
1
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