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
$222M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.79M
3
+$2.08M
4
NFLX icon
Netflix
NFLX
+$1.33M
5
LUV icon
Southwest Airlines
LUV
+$1.29M

Top Sells

1
+$6.36M
2
+$5.39M
3
+$4.99M
4
CRL icon
Charles River Laboratories
CRL
+$2.84M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Sector Composition

1 Technology 30.67%
2 Communication Services 13.15%
3 Healthcare 12.56%
4 Consumer Discretionary 12.54%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.3M 4.19%
67,888
+20,384
2
$9.06M 4.08%
33,453
-655
3
$8.38M 3.78%
28,758
-2,620
4
$8.35M 3.76%
34,544
-1,535
5
$7.84M 3.53%
33,526
-690
6
$7.69M 3.47%
13,137
+941
7
$7.66M 3.45%
51,796
-1,221
8
$7.62M 3.43%
21,915
-703
9
$7.55M 3.4%
130,044
-2,146
10
$7.51M 3.39%
375,720
-78,520
11
$7.44M 3.35%
18,800
-621
12
$7.34M 3.31%
60,160
-4,340
13
$7.33M 3.3%
26,236
-830
14
$7.25M 3.26%
62,134
-2,338
15
$7.12M 3.21%
19,259
-7,674
16
$7M 3.15%
107,610
-2,420
17
$6.82M 3.07%
27,983
-549
18
$6.74M 3.03%
12,752
+2,526
19
$6.58M 2.97%
43,003
+13,582
20
$6.57M 2.96%
117,253
+15,590
21
$6.55M 2.95%
26,878
-1,467
22
$6.54M 2.95%
39,724
-897
23
$6.51M 2.94%
+247,140
24
$6.45M 2.9%
37,480
-1,500
25
$6.42M 2.89%
120,881
+24,265
1
2