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
$178M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$897K
3
+$891K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$320K
5
GLW icon
Corning
GLW
+$300K

Top Sells

1
+$4.92M
2
+$3.26M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$400K
5
PNC icon
PNC Financial Services
PNC
+$282K

Sector Composition

1 Technology 22.76%
2 Financials 14.5%
3 Healthcare 11.96%
4 Consumer Discretionary 10.67%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.31M 4.11%
14,951
+83
2
$7.2M 4.05%
55,268
+598
3
$7.02M 3.94%
165,930
-116,410
4
$6.79M 3.81%
34,996
-19
5
$6.67M 3.75%
127,380
+1,200
6
$6.65M 3.74%
22,199
+258
7
$6.63M 3.73%
135,064
+1,999
8
$6.6M 3.71%
102,680
+470
9
$6.59M 3.7%
27,763
-4,416
10
$6.54M 3.67%
19,196
+141
11
$6.46M 3.63%
37,275
+487
12
$6.34M 3.56%
38,306
+342
13
$6.16M 3.46%
42,344
+6,124
14
$6.1M 3.43%
105,958
+15,582
15
$6M 3.37%
11,138
+79
16
$5.86M 3.29%
102,109
+912
17
$5.74M 3.23%
57,983
+782
18
$5.72M 3.22%
25,777
+287
19
$5.7M 3.2%
137,069
+2,462
20
$5.61M 3.15%
154,962
+846
21
$5.46M 3.07%
20,844
+18,170
22
$5.41M 3.04%
45,227
+357
23
$5.3M 2.98%
11,955
+722
24
$5.27M 2.96%
150,538
+8,563
25
$5.19M 2.92%
44,503
+426
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