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
$124M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$252K
2
+$248K
3
+$240K
4
SBUX icon
Starbucks
SBUX
+$238K
5
BDX icon
Becton Dickinson
BDX
+$237K

Top Sells

1
+$8.71M
2
+$270K
3
+$2.81K

Sector Composition

1 Technology 17.15%
2 Consumer Discretionary 15.04%
3 Financials 13.88%
4 Healthcare 13.05%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.84M 4.69%
48,127
+1,833
2
$5.45M 4.38%
32,941
+1,434
3
$5.43M 4.37%
47,836
+2,180
4
$5.41M 4.34%
51,573
+1,709
5
$5.03M 4.04%
39,371
+1,794
6
$4.99M 4.01%
87,401
+4,161
7
$4.88M 3.92%
136,340
+6,580
8
$4.72M 3.79%
41,274
+1,798
9
$4.51M 3.63%
188,744
+10,536
10
$4.49M 3.61%
29,509
+1,392
11
$4.42M 3.55%
55,617
+2,439
12
$4.41M 3.55%
48,037
+2,402
13
$4.38M 3.52%
27,880
+1,331
14
$4.27M 3.43%
57,579
+2,866
15
$4.26M 3.42%
43,518
+1,626
16
$4.04M 3.25%
35,648
+2,088
17
$4.02M 3.23%
165,267
+7,101
18
$4.02M 3.23%
84,842
+4,410
19
$3.99M 3.2%
37,011
+1,722
20
$3.96M 3.18%
77,362
+3,406
21
$3.9M 3.13%
42,801
+2,047
22
$3.82M 3.07%
3,063
+192
23
$3.7M 2.98%
57,360
+2,608
24
$3.47M 2.79%
16,572
+153
25
$3.11M 2.5%
20,951
+1,332
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