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
$152M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.13M
3
+$310K
4
AMZN icon
Amazon
AMZN
+$260K
5
WMT icon
Walmart
WMT
+$155K

Top Sells

1
+$4.92M
2
+$2.73M
3
+$202K
4
COST icon
Costco
COST
+$132K
5
MSFT icon
Microsoft
MSFT
+$110K

Sector Composition

1 Technology 18.95%
2 Healthcare 14.77%
3 Financials 13.95%
4 Consumer Staples 10.35%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.53M 4.3%
39,984
+593
2
$6.42M 4.22%
64,626
+630
3
$6.22M 4.1%
38,856
-355
4
$6.06M 3.99%
26,867
+331
5
$6.02M 3.96%
33,881
+751
6
$5.76M 3.79%
133,350
+3,591
7
$5.51M 3.62%
11,663
-279
8
$5.37M 3.53%
23,079
+248
9
$5.18M 3.41%
42,647
-506
10
$5.16M 3.4%
61,233
+3,681
11
$5.09M 3.35%
36,847
-699
12
$5.04M 3.32%
140,470
+1,551
13
$4.97M 3.27%
106,429
+383
14
$4.67M 3.07%
20,054
-472
15
$4.67M 3.07%
+9,247
16
$4.61M 3.03%
30,849
+173
17
$4.53M 2.98%
95,440
+259
18
$4.51M 2.97%
47,143
-577
19
$4.43M 2.92%
39,202
+2,298
20
$4.4M 2.89%
72,015
-546
21
$4.13M 2.72%
+140,992
22
$4.12M 2.71%
27,739
-274
23
$4.11M 2.71%
128,158
-382
24
$4.02M 2.65%
74,724
+1,114
25
$3.98M 2.62%
38,099
-629
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