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
$172M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.87M
3
+$3.53M
4
PNC icon
PNC Financial Services
PNC
+$243K
5
TGT icon
Target
TGT
+$215K

Top Sells

1
+$4.01M
2
+$3.9M
3
+$3.76M
4
ADBE icon
Adobe
ADBE
+$1.61M
5
GM icon
General Motors
GM
+$217K

Sector Composition

1 Technology 25.39%
2 Financials 15.31%
3 Healthcare 12.25%
4 Industrials 9.57%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 2.47%
+9,356
27
$4.14M 2.41%
7,855
-144
28
$3.99M 2.33%
76,743
-1,362
29
$3.87M 2.26%
+26,752
30
$3.53M 2.06%
+23,924
31
$2.45M 1.43%
10,897
32
$676K 0.39%
4,800
33
$628K 0.37%
5,961
34
$399K 0.23%
1,128
-165
35
$334K 0.19%
1,502
36
$333K 0.19%
1,266
37
$298K 0.17%
5,902
-79,403
38
$243K 0.14%
+1,569
39
$225K 0.13%
890
40
$215K 0.13%
+1,508
41
$205K 0.12%
6,717
-127,957
42
– –
-6,586
43
– –
-139,001
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