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
$188M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.05M
3
+$2.41M
4
A icon
Agilent Technologies
A
+$2.28M
5
STZ icon
Constellation Brands
STZ
+$1.69M

Top Sells

1
+$5.21M
2
+$4.84M
3
+$4.46M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M
5
PYPL icon
PayPal
PYPL
+$2.54M

Sector Composition

1 Technology 27.9%
2 Healthcare 17.75%
3 Financials 12.67%
4 Consumer Staples 10.65%
5 Communication Services 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.86M 4.19%
158,924
-1,188
2
$7.73M 4.12%
81,680
-840
3
$7.66M 4.08%
207,975
-2,046
4
$7.41M 3.95%
135,340
-1,285
5
$7.27M 3.87%
52,182
-456
6
$7.08M 3.77%
24,025
-224
7
$7.05M 3.76%
94,413
+30,476
8
$7.02M 3.74%
52,421
-15,228
9
$6.85M 3.65%
201,750
+70,878
10
$6.83M 3.64%
34,662
+8,581
11
$6.76M 3.6%
+35,033
12
$6.68M 3.56%
32,116
-316
13
$6.66M 3.55%
27,092
-283
14
$6.58M 3.51%
57,517
-22,177
15
$6.55M 3.49%
37,717
-13,196
16
$6.2M 3.3%
114,520
-2,100
17
$6.14M 3.27%
44,729
-370
18
$6.14M 3.27%
37,046
-375
19
$6.05M 3.22%
+46,419
20
$6M 3.2%
74,818
-735
21
$5.97M 3.18%
32,388
-310
22
$5.91M 3.15%
73,800
-745
23
$5.55M 2.96%
15,107
-163
24
$5.5M 2.93%
20,822
-192
25
$5.38M 2.87%
161,936
-1,657
1
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