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
$200M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.78M
3
+$1.91M
4
PANW icon
Palo Alto Networks
PANW
+$1.04M
5
ABBV icon
AbbVie
ABBV
+$778K

Top Sells

1
+$4.51M
2
+$3.18M
3
+$2.02M
4
WMT icon
Walmart
WMT
+$114K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Sector Composition

1 Technology 25.81%
2 Financials 15.64%
3 Industrials 9.84%
4 Healthcare 9.53%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 5.88%
50,501
+11,936
2
$8.98M 4.48%
111,186
-1,412
3
$8.52M 4.26%
9,609
+20
4
$8.34M 4.17%
68,665
-16,668
5
$7.72M 3.86%
36,612
-196
6
$7.39M 3.69%
87,981
-615
7
$7.38M 3.69%
17,162
+581
8
$7.32M 3.66%
12,720
-136
9
$7.27M 3.63%
22,550
-88
10
$6.71M 3.35%
35,995
+1,867
11
$6.67M 3.33%
91,063
-820
12
$6.62M 3.31%
31,901
-325
13
$6.61M 3.3%
24,053
-207
14
$6.53M 3.26%
39,370
+110
15
$6.53M 3.26%
79,970
+5,460
16
$6.22M 3.11%
32,609
+9
17
$6.14M 3.07%
10,724
+874
18
$5.84M 2.92%
6,595
-17
19
$5.78M 2.89%
15,155
-63
20
$5.46M 2.73%
10,537
-77
21
$5.45M 2.72%
9,330
-26
22
$5.2M 2.6%
35,019
-253
23
$5.15M 2.57%
31,605
-183
24
$5.14M 2.57%
30,082
+6,106
25
$5.08M 2.54%
5,354
-49
1
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