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
$200M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$5.19M
3
+$66K
4
CRM icon
Salesforce
CRM
+$59.6K
5
LUV icon
Southwest Airlines
LUV
+$58.6K

Top Sells

1
+$6M
2
+$2.98M
3
+$2.39M
4
LRCX icon
Lam Research
LRCX
+$2.19M
5
ZM icon
Zoom
ZM
+$610K

Sector Composition

1 Technology 27%
2 Consumer Staples 13.68%
3 Healthcare 12.88%
4 Consumer Discretionary 11.99%
5 Communication Services 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.05M 4.02%
45,627
+284
2
$7.54M 3.77%
33,917
+72
3
$7.52M 3.76%
32,123
-242
4
$7.44M 3.72%
34,017
+182
5
$7.27M 3.63%
19,285
+65
6
$6.76M 3.37%
27,046
+264
7
$6.72M 3.36%
142,280
-46,320
8
$6.56M 3.27%
+72,935
9
$6.55M 3.27%
28,497
+126
10
$6.55M 3.27%
41,132
-18
11
$6.5M 3.25%
135,264
-744
12
$6.35M 3.17%
40,327
+174
13
$6.25M 3.12%
47,061
+195
14
$6.14M 3.07%
33,751
+232
15
$6.14M 3.07%
51,823
+390
16
$6.13M 3.06%
130,265
+1,190
17
$6.12M 3.06%
43,896
+169
18
$6.08M 3.03%
27,928
-10,969
19
$6.01M 3%
22,017
+36
20
$5.99M 2.99%
26,923
+57
21
$5.97M 2.98%
11,947
+53
22
$5.96M 2.98%
101,477
+441
23
$5.89M 2.94%
126,309
+1,258
24
$5.65M 2.82%
34,720
-480
25
$5.58M 2.78%
63,620
-34,060
1
2