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
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.9M
3
+$4.77M
4
NUE icon
Nucor
NUE
+$4.72M
5
TWX
Time Warner Inc
TWX
+$201K

Top Sells

1
+$5.12M
2
+$4.67M
3
+$4.2M
4
CERN
Cerner Corp
CERN
+$3.86M
5
BA icon
Boeing
BA
+$2.55M

Sector Composition

1 Technology 27.18%
2 Financials 18.93%
3 Healthcare 11.02%
4 Consumer Discretionary 9.51%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.71M 4.33%
25,499
+454
2
$6.53M 4.21%
56,124
+108
3
$6.16M 3.97%
48,093
+144
4
$5.96M 3.84%
20,178
-6,607
5
$5.85M 3.77%
193,314
+534
6
$5.72M 3.69%
136,352
-44,104
7
$5.66M 3.65%
+190,794
8
$5.65M 3.64%
976,080
+1,360
9
$5.56M 3.59%
46,496
+152
10
$5.55M 3.58%
60,848
-16,538
11
$5.48M 3.53%
72,225
+111
12
$5.34M 3.44%
16,282
-7,772
13
$5.27M 3.4%
24,935
+125
14
$5.14M 3.32%
71,060
-26,980
15
$5.06M 3.26%
27,554
+83
16
$5.04M 3.25%
29,562
+83
17
$4.9M 3.16%
+33,227
18
$4.77M 3.08%
+22,094
19
$4.72M 3.05%
+77,342
20
$4.62M 2.98%
28,583
-13,208
21
$4.62M 2.98%
87,663
+278
22
$4.55M 2.94%
25,550
-13,771
23
$4.53M 2.92%
37,358
+124
24
$4.36M 2.81%
28,794
+42
25
$4.11M 2.65%
147,295
+466
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