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
$155M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.7M
3
+$4.46M
4
GLW icon
Corning
GLW
+$4.45M
5
CERN
Cerner Corp
CERN
+$4.14M

Top Sells

1
+$5.2M
2
+$4.57M
3
+$4.19M
4
TGT icon
Target
TGT
+$3.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.41M

Sector Composition

1 Technology 22.91%
2 Financials 20.21%
3 Healthcare 15.17%
4 Communication Services 11.76%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.13M 4.59%
185,088
-2,104
2
$6.52M 4.2%
39,867
-418
3
$6.49M 4.18%
101,397
-622
4
$6.38M 4.11%
33,391
-361
5
$6.31M 4.06%
48,535
-451
6
$6.27M 4.03%
24,951
+1,801
7
$6.2M 3.99%
+24,396
8
$6.17M 3.97%
58,637
-355
9
$5.85M 3.76%
78,475
-515
10
$5.75M 3.7%
42,399
-503
11
$5.57M 3.59%
29,894
-322
12
$5.3M 3.41%
56,755
-353
13
$5.04M 3.24%
29,464
-12,911
14
$4.92M 3.17%
27,155
-4,852
15
$4.9M 3.15%
101,940
-1,060
16
$4.7M 3.02%
+195,504
17
$4.67M 3%
137,758
-995
18
$4.46M 2.87%
+37,772
19
$4.45M 2.87%
+148,838
20
$4.42M 2.84%
988,760
-441,080
21
$4.26M 2.74%
36,252
-454
22
$4.26M 2.74%
58,296
-338
23
$4.18M 2.69%
88,625
-539
24
$4.14M 2.67%
+58,112
25
$4.08M 2.63%
29,884
-19,072
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