SCM

Sitrin Capital Management Portfolio holdings

AUM $200M
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$81.6K
3
+$32.7K
4
SHW icon
Sherwin-Williams
SHW
+$32.1K
5
GLW icon
Corning
GLW
+$16.3K

Top Sells

1
+$3.84M
2
+$1.83M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$284K
5
V icon
Visa
V
+$266K

Sector Composition

1 Technology 27.98%
2 Financials 16.39%
3 Healthcare 10.76%
4 Communication Services 8.66%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 2.28%
13,753
+91
27
$4.59M 2.2%
6,020
-58
28
$4.55M 2.18%
27,345
-313
29
$4.48M 2.15%
25,937
+13
30
$4.07M 1.95%
8,155
-117
31
$1.69M 0.81%
6,011
+50
32
$1.42M 0.68%
5,836
33
$926K 0.44%
2,082
+20
34
$535K 0.26%
6,528
+250
35
$383K 0.18%
5,603
36
$377K 0.18%
1,502
37
$315K 0.15%
1,569
38
$301K 0.14%
1,266
39
$236K 0.11%
668
-86
40
$210K 0.1%
350
-70
41
$100K 0.05%
60,000
42
– –
-68,393
1
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