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
$139M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.62M
3
+$537K

Top Sells

1
+$3.86M
2
+$1.7M
3
+$1.61M
4
NFLX icon
Netflix
NFLX
+$875K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$814K

Sector Composition

1 Healthcare 15.44%
2 Financials 15.24%
3 Consumer Discretionary 14.99%
4 Communication Services 12.22%
5 Technology 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.64M 4.77%
184,768
-5,180
2
$6M 4.32%
48,194
-440
3
$5.92M 4.26%
33,096
-209
4
$5.91M 4.25%
41,574
-229
5
$5.84M 4.2%
48,046
-322
6
$5.81M 4.18%
39,569
-273
7
$5.51M 3.97%
23,395
+2,277
8
$5.43M 3.91%
3,052
-17
9
$5.14M 3.7%
57,892
-392
10
$5.13M 3.69%
87,810
-608
11
$5.11M 3.67%
77,580
-493
12
$4.87M 3.5%
29,659
-184
13
$4.71M 3.38%
28,058
-154
14
$4.66M 3.35%
31,523
-5,922
15
$4.63M 3.33%
56,108
-309
16
$4.53M 3.26%
43,809
-168
17
$4.48M 3.22%
101,120
-640
18
$4.42M 3.18%
+136,297
19
$4.31M 3.1%
100,106
-412
20
$4.07M 2.93%
18,663
-152
21
$4.07M 2.93%
57,617
-323
22
$3.99M 2.87%
37,184
-244
23
$3.87M 2.78%
36,040
-15,863
24
$3.78M 2.72%
73,428
-191
25
$3.68M 2.64%
87,554
-38,219
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