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
$157M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.97M
3
+$4.37M
4
NVDA icon
NVIDIA
NVDA
+$917K
5
GM icon
General Motors
GM
+$468K

Top Sells

1
+$7.48M
2
+$5.91M
3
+$5.47M
4
NFLX icon
Netflix
NFLX
+$4.76M
5
MPC icon
Marathon Petroleum
MPC
+$2.81M

Sector Composition

1 Technology 21.19%
2 Financials 14.38%
3 Healthcare 11.84%
4 Consumer Discretionary 11.49%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.99M 4.46%
39,391
-696
2
$6.52M 4.16%
33,130
-663
3
$6.46M 4.12%
26,536
-531
4
$6M 3.82%
39,211
-737
5
$5.72M 3.65%
11,942
-224
6
$5.49M 3.5%
+22,831
7
$5.37M 3.42%
106,046
-1,853
8
$5.27M 3.36%
20,526
-390
9
$5.26M 3.35%
63,996
-34,180
10
$5.26M 3.35%
129,759
-2,478
11
$5.2M 3.31%
47,720
-1,000
12
$5.13M 3.27%
37,546
-805
13
$5.13M 3.27%
43,153
-818
14
$5.07M 3.23%
72,561
-1,415
15
$4.97M 3.17%
+138,919
16
$4.91M 3.13%
28,086
-547
17
$4.87M 3.1%
95,181
-2,059
18
$4.84M 3.09%
30,676
-634
19
$4.69M 2.99%
12,808
-258
20
$4.51M 2.87%
105,770
-2,080
21
$4.5M 2.87%
296,800
+60,470
22
$4.4M 2.8%
57,552
-1,184
23
$4.37M 2.78%
+73,610
24
$4.36M 2.78%
38,728
-723
25
$4.26M 2.72%
118,082
-2,404
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