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
$160M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$789K
3
+$358K

Top Sells

1
+$3.32M
2
+$2.57M
3
+$1.8M
4
ADBE icon
Adobe
ADBE
+$800K
5
AMGN icon
Amgen
AMGN
+$712K

Sector Composition

1 Technology 25.56%
2 Financials 14.43%
3 Healthcare 12.3%
4 Consumer Discretionary 9.02%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 2.56%
36,638
-4,239
27
$4.03M 2.52%
7,999
-967
28
$3.87M 2.42%
65,107
-7,872
29
$3.76M 2.35%
139,001
-15,961
30
$3.65M 2.28%
5,652
-746
31
$2.48M 1.55%
10,897
-664
32
$633K 0.4%
4,800
33
$631K 0.39%
5,961
34
$388K 0.24%
1,293
35
$312K 0.2%
1,502
36
$257K 0.16%
1,266
37
$236K 0.15%
890
38
$217K 0.14%
6,586
39
– –
-1,631
1
2