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
$199M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.33M
3
+$6.1M
4
PNC icon
PNC Financial Services
PNC
+$5.78M
5
MAS icon
Masco
MAS
+$5.5M

Top Sells

1
+$7.13M
2
+$5.81M
3
+$5.45M
4
AAPL icon
Apple
AAPL
+$5.15M
5
MSFT icon
Microsoft
MSFT
+$3.89M

Sector Composition

1 Technology 28.19%
2 Financials 13.47%
3 Healthcare 12.51%
4 Consumer Discretionary 11.75%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.39M 4.21%
+98,176
2
$7.49M 3.76%
33,793
+112
3
$7.48M 3.75%
62,630
+247
4
$7.11M 3.56%
40,087
+151
5
$7.01M 3.51%
12,166
-6,749
6
$6.78M 3.4%
48,720
-11,780
7
$6.7M 3.36%
38,351
-29,483
8
$6.56M 3.29%
132,237
+483
9
$6.54M 3.28%
27,067
+79
10
$6.45M 3.23%
236,330
-138,540
11
$6.45M 3.23%
20,916
-12,610
12
$6.33M 3.18%
+39,948
13
$6.16M 3.09%
37,780
+120
14
$6.12M 3.07%
73,976
+64
15
$6.1M 3.06%
+97,240
16
$6.06M 3.04%
28,544
-6,322
17
$5.95M 2.99%
13,066
-26
18
$5.91M 2.96%
43,561
+15,442
19
$5.82M 2.92%
43,971
-8,166
20
$5.8M 2.91%
107,850
+320
21
$5.79M 2.9%
28,633
+38
22
$5.78M 2.9%
+31,310
23
$5.52M 2.77%
120,486
-87
24
$5.5M 2.76%
+107,899
25
$5.47M 2.74%
19,255
+8
1
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