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
$209M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$23.8K
3
+$16.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15K
5
JNJ icon
Johnson & Johnson
JNJ
+$14.2K

Top Sells

1
+$6.57M
2
+$5.58M
3
+$5.41M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$331K
5
FDX icon
FedEx
FDX
+$266K

Sector Composition

1 Technology 32.14%
2 Healthcare 13.53%
3 Consumer Discretionary 13.04%
4 Communication Services 11.44%
5 Consumer Staples 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.57M 4.58%
67,667
-221
2
$9.43M 4.51%
33,445
-8
3
$8.46M 4.05%
18,819
+19
4
$8.18M 3.92%
51,947
+151
5
$8.04M 3.85%
60,160
6
$7.93M 3.8%
19,219
-40
7
$7.92M 3.79%
34,600
+56
8
$7.76M 3.72%
12,721
-31
9
$7.75M 3.71%
374,300
-1,420
10
$7.54M 3.61%
13,088
-49
11
$7.48M 3.58%
28,742
-16
12
$7.47M 3.58%
33,536
+10
13
$7.44M 3.56%
21,929
+14
14
$7.19M 3.44%
42,865
-138
15
$6.89M 3.3%
130,102
+58
16
$6.78M 3.25%
25,011
+5
17
$6.73M 3.22%
26,158
-78
18
$6.7M 3.21%
27,952
-31
19
$6.5M 3.11%
62,199
+65
20
$6.43M 3.08%
39,812
+88
21
$6.2M 2.97%
120,569
-312
22
$6.17M 2.96%
37,580
+100
23
$6.15M 2.94%
245,934
-1,206
24
$6.12M 2.93%
107,500
-110
25
$6.09M 2.92%
131,115
+57
1
2