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
$169M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.27M
3
+$4.89M
4
LRCX icon
Lam Research
LRCX
+$4.85M
5
NFLX icon
Netflix
NFLX
+$3.86M

Top Sells

1
+$7.8M
2
+$6.52M
3
+$6.39M
4
CSCO icon
Cisco
CSCO
+$6.38M
5
AVGO icon
Broadcom
AVGO
+$5.26M

Sector Composition

1 Technology 25.34%
2 Healthcare 21.16%
3 Communication Services 11.43%
4 Consumer Staples 10.15%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.84M 4.64%
123,280
-34,308
2
$7.57M 4.49%
48,025
-4,361
3
$7.34M 4.35%
75,340
-5,760
4
$7.34M 4.35%
193,704
-13,473
5
$7.23M 4.28%
22,717
-1,501
6
$6.49M 3.85%
46,704
-2,777
7
$6.47M 3.84%
70,724
-3,641
8
$6.46M 3.83%
49,292
-2,130
9
$6.36M 3.77%
88,844
-5,911
10
$6.27M 3.72%
43,433
-2,407
11
$6.11M 3.62%
105,100
-8,440
12
$6.09M 3.61%
30,054
-2,062
13
$5.89M 3.49%
+78,853
14
$5.75M 3.41%
35,716
-1,906
15
$5.73M 3.39%
20,086
-934
16
$5.7M 3.38%
25,433
-1,853
17
$5.64M 3.34%
30,205
-1,749
18
$5.49M 3.25%
32,909
-2,040
19
$5.27M 3.12%
+36,609
20
$5.14M 3.05%
53,735
-2,927
21
$4.89M 2.9%
+82,384
22
$4.85M 2.87%
+202,020
23
$4.42M 2.62%
24,529
-1,286
24
$4.31M 2.56%
57,458
-3,089
25
$3.87M 2.29%
47,486
-4,000
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