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
$189M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.13M
3
+$6M
4
DOCU icon
DocuSign
DOCU
+$5.86M
5
CAT icon
Caterpillar
CAT
+$5.03M

Top Sells

1
+$5.58M
2
+$5.56M
3
+$3.93M
4
A icon
Agilent Technologies
A
+$3.2M
5
AAPL icon
Apple
AAPL
+$2.69M

Sector Composition

1 Technology 29.58%
2 Healthcare 15.94%
3 Communication Services 12.8%
4 Consumer Staples 11%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.92M 4.19%
16,413
-8,157
2
$7.21M 3.82%
45,343
+8,726
3
$7.11M 3.76%
97,680
-20
4
$6.98M 3.69%
33,845
+71
5
$6.96M 3.69%
28,371
+148
6
$6.94M 3.67%
41,150
+171
7
$6.82M 3.61%
19,220
+72
8
$6.82M 3.61%
33,835
+108
9
$6.6M 3.49%
+38,897
10
$6.53M 3.46%
43,727
+162
11
$6.37M 3.37%
136,008
+735
12
$6.21M 3.29%
32,365
-5,758
13
$6.2M 3.28%
188,600
+120
14
$6.13M 3.25%
+26,782
15
$6.09M 3.23%
24,585
-9,359
16
$6M 3.18%
+27,089
17
$5.99M 3.17%
101,036
+26,817
18
$5.87M 3.11%
40,153
+298
19
$5.86M 3.1%
+26,866
20
$5.71M 3.03%
21,981
-9,106
21
$5.7M 3.02%
11,894
-4,624
22
$5.5M 2.91%
35,200
-15,160
23
$5.3M 2.8%
46,866
-23,838
24
$5.22M 2.76%
48,081
-18,785
25
$5.15M 2.72%
18,423
-9,368
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