SCM

Sitrin Capital Management Portfolio holdings

AUM $196M
This Quarter Return
-3.94%
1 Year Return
+19.26%
3 Year Return
+104.82%
5 Year Return
+164.74%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
Cap. Flow
+$7.1M
Cap. Flow %
4.67%
Top 10 Hldgs %
38.33%
Holding
38
New
2
Increased
20
Reduced
13
Closed
1

Top Buys

1
UNH icon
UnitedHealth
UNH
$4.67M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
$4.28M
3
CMCSA icon
Comcast
CMCSA
$4.14M
4
TSLA icon
Tesla
TSLA
$567K
5
GOOG icon
Alphabet (Google) Class C
GOOG
$439K

Top Sells

1
LOW icon
Lowe's Companies
LOW
$4.92M
2
META icon
Meta Platforms (Facebook)
META
$2.73M
3
FDX icon
FedEx
FDX
$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 Shares
Change % 		Capital Flow
LRCX icon
26
Lam Research
LRCX
$122B
$3.95M 2.6%
10,783
+206
+2% +$75.4K
SPY icon
27
SPDR S&P 500 ETF Trust
SPY
$655B
$3.91M 2.57%
10,950
+323
+3% +$115K
CRM icon
28
Salesforce
CRM
$242B
$3.62M 2.38%
25,180
+458
+2% +$65.9K
NVDA icon
29
NVIDIA
NVDA
$4.17T
$3.61M 2.38%
29,746
+66
+0.2% +$8.01K
LUV icon
30
Southwest Airlines
LUV
$17B
$3.59M 2.36%
116,478
-1,604
-1% -$49.5K
ADBE icon
31
Adobe
ADBE
$146B
$3.45M 2.27%
12,540
-268
-2% -$73.8K
AJG icon
32
Arthur J. Gallagher & Co
AJG
$77.9B
$2.07M 1.36%
12,063
– –
TSLA icon
33
Tesla
TSLA
$1.1T
$851K 0.56%
3,210
+2,140
+200% +$567K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$2.77T
$462K 0.3%
4,800
+4,560
+1,900% +$439K
LOW icon
35
Lowe's Companies
LOW
$146B
$353K 0.23%
1,881
-26,205
-93% -$4.92M
PG icon
36
Procter & Gamble
PG
$368B
$340K 0.22%
2,690
– –
META icon
37
Meta Platforms (Facebook)
META
$1.85T
$224K 0.15%
1,651
-20,109
-92% -$2.73M
FDX icon
38
FedEx
FDX
$52.8B
– –
-890
Closed -$202K
1
2