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
$129M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.97M
3
+$3.78M
4
PNC icon
PNC Financial Services
PNC
+$3.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$518K

Top Sells

1
+$4.37M
2
+$4.24M
3
+$3.79M
4
WFC icon
Wells Fargo
WFC
+$3.75M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$498K

Sector Composition

1 Financials 17.48%
2 Consumer Discretionary 14.37%
3 Healthcare 12.12%
4 Communication Services 12.02%
5 Technology 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.11M 4.73%
51,903
+356
2
$5.6M 4.34%
48,634
+498
3
$5.5M 4.26%
189,948
+1,004
4
$5.41M 4.19%
+125,773
5
$5.38M 4.16%
33,305
+372
6
$5.34M 4.13%
39,842
+442
7
$5.11M 3.96%
48,368
+548
8
$4.91M 3.8%
88,418
+983
9
$4.85M 3.75%
78,073
+771
10
$4.81M 3.72%
41,803
+522
11
$4.72M 3.65%
21,118
+2,319
12
$4.64M 3.59%
37,445
-51
13
$4.55M 3.52%
58,284
+685
14
$4.52M 3.5%
28,212
+338
15
$4.5M 3.48%
3,069
+27
16
$4.36M 3.38%
29,843
+333
17
$4.29M 3.32%
37,428
+410
18
$4.17M 3.23%
18,815
+129
19
$4M 3.09%
57,940
+626
20
$3.97M 3.07%
+100,518
21
$3.94M 3.05%
43,977
+462
22
$3.86M 2.99%
56,417
+695
23
$3.86M 2.99%
167,469
+2,019
24
$3.81M 2.95%
101,760
+1,340
25
$3.78M 2.93%
+73,619
1
2