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
$165M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.39M
3
+$319K
4
FDX icon
FedEx
FDX
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$94.2K

Top Sells

1
+$9.48M
2
+$2.35M
3
+$68.3K
4
WM icon
Waste Management
WM
+$67.9K
5
SBUX icon
Starbucks
SBUX
+$65.5K

Sector Composition

1 Technology 21.89%
2 Financials 14.14%
3 Healthcare 13.21%
4 Consumer Staples 9.97%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.84M 4.75%
282,340
-2,050
2
$7.26M 4.39%
32,179
-238
3
$6.53M 3.96%
133,065
-939
4
$6.3M 3.82%
21,941
-161
5
$6.2M 3.76%
126,180
-1,389
6
$6.16M 3.73%
25,490
-186
7
$6M 3.64%
36,788
-416
8
$5.96M 3.61%
57,201
-629
9
$5.94M 3.6%
44,077
-17,428
10
$5.88M 3.56%
37,964
-276
11
$5.77M 3.5%
35,015
-242
12
$5.73M 3.47%
14,868
-116
13
$5.65M 3.42%
54,670
-91,812
14
$5.6M 3.4%
40,516
-288
15
$5.49M 3.33%
11,059
-89
16
$5.49M 3.33%
19,055
-134
17
$5.42M 3.28%
102,210
-870
18
$5.1M 3.09%
134,607
-952
19
$5.03M 3.05%
101,197
-737
20
$5.01M 3.04%
154,116
+42,651
21
$5.01M 3.03%
141,975
-1,121
22
$4.72M 2.86%
36,220
-261
23
$4.65M 2.82%
44,870
-300
24
$4.6M 2.79%
11,233
+230
25
$4.55M 2.76%
+90,376
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