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
$158M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$25.1K

Top Sells

1
+$4.26M
2
+$2.16M
3
+$1.79M
4
V icon
Visa
V
+$1.4M
5
TWX
Time Warner Inc
TWX
+$249K

Sector Composition

1 Technology 23.67%
2 Financials 19.03%
3 Healthcare 14.1%
4 Communication Services 11.36%
5 Consumer Discretionary 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.63M 4.82%
180,456
-4,632
2
$7.45M 4.71%
39,321
-546
3
$7.09M 4.48%
24,054
-342
4
$6.7M 4.23%
47,949
-586
5
$6.68M 4.22%
25,045
+94
6
$6.62M 4.18%
77,386
-1,089
7
$6.1M 3.86%
41,791
-608
8
$5.73M 3.62%
98,040
-3,900
9
$5.73M 3.62%
56,016
-739
10
$5.31M 3.35%
72,114
-29,283
11
$5.28M 3.34%
46,344
-12,293
12
$5.18M 3.27%
24,810
-8,581
13
$5.14M 3.25%
26,785
-370
14
$5.13M 3.24%
29,479
-415
15
$5.12M 3.24%
29,040
-424
16
$4.74M 2.99%
+27,471
17
$4.71M 2.98%
974,720
-14,040
18
$4.7M 2.97%
146,829
-2,009
19
$4.67M 2.95%
135,844
-1,914
20
$4.66M 2.94%
192,780
-2,724
21
$4.47M 2.83%
35,748
-504
22
$4.44M 2.81%
87,385
-1,240
23
$4.2M 2.66%
29,469
-415
24
$4.15M 2.62%
28,752
-404
25
$4.1M 2.59%
18,556
-265
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