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
$176M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.6M
3
+$4.79M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.42M
5
AAPL icon
Apple
AAPL
+$905K

Top Sells

1
+$4.72M
2
+$3.97M
3
+$3.85M
4
CRM icon
Salesforce
CRM
+$1.54M
5
NFLX icon
Netflix
NFLX
+$1.54M

Sector Composition

1 Technology 27.66%
2 Financials 19.47%
3 Communication Services 12.53%
4 Healthcare 10.65%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.21M 4.1%
155,904
+19,552
2
$7.04M 4%
205,602
+12,288
3
$6.91M 3.92%
25,480
-19
4
$6.75M 3.83%
79,420
+8,360
5
$6.56M 3.72%
49,507
+3,011
6
$6.43M 3.65%
65,162
+4,314
7
$6.4M 3.63%
76,831
+4,606
8
$6.36M 3.61%
16,248
-3,930
9
$6.2M 3.52%
26,519
+1,584
10
$6.19M 3.51%
1,045,080
+69,000
11
$6.16M 3.5%
50,747
+2,654
12
$6.11M 3.47%
44,822
-11,302
13
$5.81M 3.3%
17,318
+1,036
14
$5.8M 3.29%
31,425
+1,863
15
$5.78M 3.28%
202,560
+11,766
16
$5.74M 3.26%
23,535
+1,441
17
$5.69M 3.23%
+132,202
18
$5.61M 3.19%
39,811
+2,453
19
$5.6M 3.18%
+128,305
20
$5.44M 3.09%
29,330
+1,776
21
$5.3M 3.01%
27,143
+1,593
22
$4.99M 2.83%
30,421
+1,838
23
$4.91M 2.79%
93,233
+5,570
24
$4.81M 2.73%
38,079
+2,166
25
$4.79M 2.72%
+43,247
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