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
$126M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$3.87M
3
+$1.34M
4
DIS icon
Walt Disney
DIS
+$270K

Top Sells

1
+$3.62M
2
+$2.86M
3
+$225K
4
SBUX icon
Starbucks
SBUX
+$209K
5
HD icon
Home Depot
HD
+$201K

Sector Composition

1 Financials 19.99%
2 Technology 16.57%
3 Consumer Discretionary 13.94%
4 Healthcare 11.37%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 8.55%
241,654
+215,582
2
$5.01M 3.99%
37,577
-1,510
3
$5.01M 3.98%
46,294
-1,602
4
$4.97M 3.95%
83,240
-3,504
5
$4.86M 3.86%
178,208
+49,304
6
$4.76M 3.78%
49,864
-1,884
7
$4.67M 3.72%
45,656
-1,870
8
$4.67M 3.71%
31,507
-1,282
9
$4.5M 3.58%
39,476
-1,971
10
$4.22M 3.35%
28,117
-1,127
11
$4.18M 3.33%
26,549
-1,076
12
$4.18M 3.33%
54,713
-2,258
13
$4.09M 3.26%
45,635
-1,878
14
$4.08M 3.25%
73,956
-2,977
15
$3.98M 3.16%
41,892
-1,884
16
$3.93M 3.12%
53,178
-2,246
17
$3.89M 3.09%
80,432
-3,303
18
$3.87M 3.08%
+33,560
19
$3.85M 3.06%
129,760
-5,360
20
$3.84M 3.06%
40,754
-1,729
21
$3.72M 2.96%
35,289
-1,430
22
$3.7M 2.94%
2,871
-122
23
$3.61M 2.87%
158,166
-6,837
24
$3.45M 2.74%
54,752
-2,120
25
$3.38M 2.68%
16,419
-117
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