Equal-WT
WhaleScore 2.0
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Sitrin Capital Management is based out of Century City. Sitrin Capital Management is a large advisory firm with 206 clients and discretionary assets under management (AUM) of $296,468,902 (Form ADV from 2024-02-05). Their last reported 13F filing for Q4 2023 included $171,543,108 in managed 13F securities
and a top 10 holdings concentration of 38.95%. Sitrin Capital Management's largest holding is Apple Inc with shares held of 39,153. Whalewisdom has at least 33 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| LMT Lockheed Martin Corp | 2.47% |
| QCOM QUALCOMM Inc. | 2.26% |
| PANW Palo Alto Networks I | 2.06% |
| SPY SPDR S&P 500 ETF TRU | 0.23% |
| PNC PNC Financial Servic | 0.14% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| CSCO Cisco Systems, Inc. | 2.69% |
| GLW Corning Inc. | 2.44% |
| LUV Southwest Airlines C | 2.35% |
| ADBE Adobe Systems, Inc. | 0.55% |
| SLB Schlumberger Ltd. | 0.52% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 4.39% |
| NVDA NVIDIA Corp. | 4.26% |
| LRCX Lam Research Corp. | 4.13% |
| AMGN Amgen, Inc. | 3.83% |
| COST Costco Co. | 3.78% |
2023-12-31
13F Activity
| Market Value | $172m, Prior: $160m |
| New Purchases | 5 stocks |
| Added To | 1 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 29 stocks |
| Top 10 Holdings % | 38.95% |
| Turnover %[1] | 17.07% |
| Turnover Alt %[2] | 7.15% |
| Time Held Top 20 | 7.65 quarters |
| Time Held Top 10 | 1.9 quarters |
| Time Held All | 14.05 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31