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
$213M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.67M
3
+$6.45M
4
FDX icon
FedEx
FDX
+$230K
5
TGT icon
Target
TGT
+$61.6K

Top Sells

1
+$6.73M
2
+$6.15M
3
+$5.97M
4
BA icon
Boeing
BA
+$5.74M
5
IP icon
International Paper
IP
+$302K

Sector Composition

1 Technology 34.88%
2 Consumer Discretionary 16.18%
3 Healthcare 13.39%
4 Consumer Staples 12.04%
5 Communication Services 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 5.66%
67,834
+167
2
$11.3M 5.3%
33,526
+81
3
$11M 5.19%
374,870
+570
4
$10.7M 5.05%
18,915
+96
5
$8.76M 4.12%
60,500
+340
6
$8.32M 3.91%
52,137
+190
7
$8.07M 3.79%
34,866
+266
8
$7.73M 3.64%
107,530
+30
9
$7.66M 3.6%
12,722
+1
10
$7.43M 3.49%
22,080
+151
11
$7.42M 3.49%
13,092
+4
12
$7.39M 3.48%
+28,595
13
$7.3M 3.43%
62,383
+184
14
$7.3M 3.43%
33,681
+145
15
$7.25M 3.41%
19,247
+28
16
$7.13M 3.35%
42,846
-19
17
$6.83M 3.21%
39,936
+124
18
$6.67M 3.14%
+113,694
19
$6.45M 3.03%
+73,912
20
$6.38M 3%
25,108
+97
21
$6.35M 2.99%
131,754
+639
22
$6.28M 2.95%
37,660
+80
23
$6.07M 2.86%
26,988
+93
24
$5.81M 2.73%
123,675
-6,427
25
$5.45M 2.56%
28,897
+155
1
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