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
$148M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$5.17M
3
+$177K
4
BDX icon
Becton Dickinson
BDX
+$125K
5
META icon
Meta Platforms (Facebook)
META
+$121K

Top Sells

1
+$5.43M
2
+$4.53M
3
+$59.2K
4
XOM icon
Exxon Mobil
XOM
+$19.7K

Sector Composition

1 Financials 19.44%
2 Healthcare 15.59%
3 Technology 15.12%
4 Communication Services 12.42%
5 Consumer Discretionary 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.74M 4.57%
187,192
+2,424
2
$6.48M 4.39%
48,986
+792
3
$6.48M 4.39%
48,956
+910
4
$6.42M 4.36%
33,752
+656
5
$6.4M 4.34%
42,375
+801
6
$6.18M 4.19%
40,285
+716
7
$5.6M 3.8%
23,150
-245
8
$5.53M 3.75%
58,992
+1,100
9
$5.47M 3.71%
102,019
+1,913
10
$5.45M 3.69%
78,990
+1,410
11
$5.37M 3.64%
+42,902
12
$5.2M 3.53%
30,216
+557
13
$5.2M 3.53%
89,196
+1,386
14
$5.17M 3.5%
+1,429,840
15
$4.99M 3.38%
103,000
+1,880
16
$4.95M 3.35%
57,108
+1,000
17
$4.78M 3.24%
32,007
+484
18
$4.57M 3.1%
28,580
+522
19
$4.51M 3.05%
58,634
+1,017
20
$4.42M 3%
138,753
+2,456
21
$4.22M 2.86%
18,951
+288
22
$4.19M 2.84%
37,874
+690
23
$3.92M 2.65%
89,164
+1,610
24
$3.9M 2.64%
75,060
+1,632
25
$3.83M 2.6%
36,706
+666
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