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
$160M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$789K
3
+$358K

Top Sells

1
+$3.32M
2
+$2.57M
3
+$1.8M
4
ADBE icon
Adobe
ADBE
+$800K
5
AMGN icon
Amgen
AMGN
+$712K

Sector Composition

1 Technology 25.56%
2 Financials 14.43%
3 Healthcare 12.3%
4 Consumer Discretionary 9.02%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.82M 4.26%
13,383
-1,568
2
$6.78M 4.24%
39,607
+4,611
3
$6.54M 4.08%
150,270
-15,660
4
$6.22M 3.88%
23,126
-2,651
5
$6.08M 3.8%
114,090
-13,290
6
$5.77M 3.6%
91,980
-10,700
7
$5.76M 3.6%
94,996
-10,962
8
$5.71M 3.57%
24,835
-2,928
9
$5.65M 3.53%
19,926
-2,273
10
$5.65M 3.53%
9,992
-1,146
11
$5.5M 3.44%
37,952
-4,392
12
$5.47M 3.42%
12,792
+837
13
$5.44M 3.4%
17,224
-1,972
14
$5.42M 3.38%
122,211
-14,858
15
$5.35M 3.34%
34,356
-3,950
16
$5.3M 3.31%
40,524
-4,703
17
$5.1M 3.18%
33,431
-3,844
18
$4.93M 3.08%
32,607
-11,896
19
$4.9M 3.06%
91,712
-10,397
20
$4.75M 2.97%
52,032
-5,951
21
$4.7M 2.93%
18,778
-2,066
22
$4.59M 2.86%
+85,305
23
$4.55M 2.84%
78,105
-56,959
24
$4.46M 2.79%
35,079
-20,189
25
$4.1M 2.56%
134,674
-15,864
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