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
$172M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.87M
3
+$3.53M
4
PNC icon
PNC Financial Services
PNC
+$243K
5
TGT icon
Target
TGT
+$215K

Top Sells

1
+$4.01M
2
+$3.9M
3
+$3.76M
4
ADBE icon
Adobe
ADBE
+$1.61M
5
GM icon
General Motors
GM
+$217K

Sector Composition

1 Technology 25.39%
2 Financials 15.31%
3 Healthcare 12.25%
4 Industrials 9.57%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.54M 4.39%
39,153
-454
2
$7.32M 4.26%
147,730
-2,540
3
$7.09M 4.13%
90,490
-1,490
4
$6.57M 3.83%
22,807
-319
5
$6.49M 3.78%
9,829
-163
6
$6.38M 3.72%
16,959
-265
7
$6.37M 3.72%
10,685
-2,698
8
$6.36M 3.71%
24,434
-401
9
$6.36M 3.71%
37,394
-558
10
$6.34M 3.69%
93,542
-1,454
11
$6.25M 3.65%
13,159
+367
12
$6.05M 3.53%
90,294
-1,418
13
$5.91M 3.45%
112,494
-1,596
14
$5.89M 3.44%
32,913
-518
15
$5.58M 3.25%
39,936
-588
16
$5.37M 3.13%
19,630
-296
17
$5.31M 3.09%
33,847
-509
18
$5.27M 3.07%
120,236
-1,975
19
$5.24M 3.05%
34,487
-592
20
$5.01M 2.92%
36,055
-583
21
$4.92M 2.87%
51,218
-814
22
$4.76M 2.78%
32,096
-511
23
$4.59M 2.68%
18,484
-294
24
$4.5M 2.62%
5,546
-106
25
$4.29M 2.5%
64,067
-1,040
1
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