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
$196M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$106K
3
+$94.9K
4
BDX icon
Becton Dickinson
BDX
+$89.7K
5
PANW icon
Palo Alto Networks
PANW
+$75.6K

Top Sells

1
+$938K
2
+$396K
3
+$241K
4
CSCO icon
Cisco
CSCO
+$78K
5
JNJ icon
Johnson & Johnson
JNJ
+$77.6K

Sector Composition

1 Technology 27.44%
2 Healthcare 19.16%
3 Consumer Staples 10.86%
4 Financials 9.25%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 5.91%
157,588
-696
2
$8.26M 4.22%
52,386
+237
3
$8.21M 4.2%
207,177
+291
4
$8.08M 4.13%
94,755
+865
5
$7.99M 4.08%
24,218
+322
6
$7.8M 3.99%
202,362
+1,962
7
$7.74M 3.96%
32,116
-109
8
$7.6M 3.89%
113,540
-180
9
$7.5M 3.83%
51,422
-532
10
$7.49M 3.83%
81,100
-140
11
$7.24M 3.7%
27,286
+338
12
$7.17M 3.67%
34,949
+44
13
$7.07M 3.61%
37,622
+103
14
$6.98M 3.57%
31,954
+22
15
$6.52M 3.34%
34,380
-50
16
$6.52M 3.33%
45,840
-331
17
$6.42M 3.28%
74,365
-45
18
$6.39M 3.27%
73,647
+230
19
$6.38M 3.26%
133,010
-1,627
20
$6.18M 3.16%
21,020
+323
21
$6.13M 3.13%
56,662
-559
22
$5.92M 3.03%
49,481
-152
23
$5.43M 2.77%
60,547
+44
24
$5.26M 2.69%
166,450
+2,290
25
$5.11M 2.61%
25,815
-60
1
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