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
$186M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.14M
3
+$5.09M
4
AVGO icon
Broadcom
AVGO
+$5.01M
5
MLM icon
Martin Marietta Materials
MLM
+$4.84M

Top Sells

1
+$5.71M
2
+$5.58M
3
+$3.86M
4
USB icon
US Bancorp
USB
+$3.66M
5
NFLX icon
Netflix
NFLX
+$1.41M

Sector Composition

1 Technology 27.14%
2 Healthcare 17.06%
3 Financials 16.64%
4 Consumer Discretionary 9.68%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.28M 4.44%
79,694
+694
2
$7.98M 4.28%
67,649
+567
3
$7.95M 4.27%
50,913
+456
4
$7.6M 4.08%
160,112
+2,672
5
$7.4M 3.97%
26,182
-2,766
6
$7.38M 3.96%
136,625
+1,497
7
$7.36M 3.95%
52,638
+388
8
$7.35M 3.94%
82,520
+720
9
$6.86M 3.68%
116,620
+800
10
$6.83M 3.67%
210,021
+1,719
11
$6.67M 3.58%
27,375
+224
12
$6.46M 3.47%
24,249
+212
13
$6.22M 3.34%
32,432
+282
14
$6.21M 3.33%
32,698
+268
15
$5.98M 3.21%
37,421
+325
16
$5.92M 3.18%
74,545
+639
17
$5.53M 2.97%
45,099
+403
18
$5.45M 2.92%
15,270
-3,959
19
$5.42M 2.91%
+75,553
20
$5.42M 2.91%
163,593
+1,423
21
$5.3M 2.84%
130,872
-34,176
22
$5.21M 2.8%
31,685
+272
23
$5.14M 2.76%
+63,937
24
$5.09M 2.73%
+21,014
25
$5.01M 2.69%
+166,780
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