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
$178M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$897K
3
+$891K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$320K
5
GLW icon
Corning
GLW
+$300K

Top Sells

1
+$4.92M
2
+$3.26M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$400K
5
PNC icon
PNC Financial Services
PNC
+$282K

Sector Composition

1 Technology 22.76%
2 Financials 14.5%
3 Healthcare 11.96%
4 Consumer Discretionary 10.67%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 2.76%
40,877
+361
27
$4.51M 2.53%
72,979
+1,294
28
$4.42M 2.48%
6,398
+58
29
$4.31M 2.42%
8,966
+163
30
$2.54M 1.43%
11,561
-422
31
$710K 0.4%
5,961
-193
32
$581K 0.33%
4,800
33
$371K 0.21%
1,293
-213
34
$339K 0.19%
1,502
-76
35
$267K 0.15%
1,266
-236
36
$254K 0.14%
6,586
-797
37
$221K 0.12%
890
38
$215K 0.12%
1,631
-24,719
39
– –
-2,217
40
– –
-2,690
1
2