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
$152M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.13M
3
+$310K
4
AMZN icon
Amazon
AMZN
+$260K
5
WMT icon
Walmart
WMT
+$155K

Top Sells

1
+$4.92M
2
+$2.73M
3
+$202K
4
COST icon
Costco
COST
+$132K
5
MSFT icon
Microsoft
MSFT
+$110K

Sector Composition

1 Technology 18.95%
2 Healthcare 14.77%
3 Financials 13.95%
4 Consumer Staples 10.35%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.95M 2.6%
107,830
+2,060
27
$3.91M 2.57%
10,950
+323
28
$3.62M 2.38%
25,180
+458
29
$3.61M 2.38%
297,460
+660
30
$3.59M 2.36%
116,478
-1,604
31
$3.45M 2.27%
12,540
-268
32
$2.06M 1.36%
12,063
33
$851K 0.56%
3,210
34
$462K 0.3%
4,800
35
$353K 0.23%
1,881
-26,205
36
$340K 0.22%
2,690
37
$224K 0.15%
1,651
-20,109
38
– –
-890
1
2