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
$200M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.78M
3
+$1.91M
4
PANW icon
Palo Alto Networks
PANW
+$1.04M
5
ABBV icon
AbbVie
ABBV
+$778K

Top Sells

1
+$4.51M
2
+$3.18M
3
+$2.02M
4
WMT icon
Walmart
WMT
+$114K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Sector Composition

1 Technology 25.81%
2 Financials 15.64%
3 Industrials 9.84%
4 Healthcare 9.53%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 2.54%
29,872
+2,851
27
$4.94M 2.47%
17,557
+6,794
28
$4.87M 2.43%
116,612
-1,304
29
$4.51M 2.25%
61,810
-667
30
$4.26M 2.13%
+73,989
31
$1.02M 0.51%
5,961
32
$1M 0.5%
5,997
+1,197
33
$817K 0.41%
3,124
+450
34
$778K 0.39%
+3,942
35
$431K 0.22%
1,592
+90
36
$398K 0.2%
4,080
-46,236
37
$347K 0.17%
1,266
38
$318K 0.16%
5,977
+75
39
$303K 0.15%
6,717
40
$290K 0.14%
1,569
41
$279K 0.14%
6,164
-70,305
42
$272K 0.14%
1,742
+234
43
$245K 0.12%
890
44
$227K 0.11%
+5,051
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