Sitrin Capital Management LLC Buys Akamai Technologies Inc, Agilent Technologies Inc, Costco Wholesale Corp, Sells Boeing Co, Bristol-Myers Squibb Company, Zions Bancorp NA

Investment company Sitrin Capital Management LLC buys Akamai Technologies Inc, Agilent Technologies Inc, Costco Wholesale Corp, Broadcom Inc, Martin Marietta Materials Inc, Exxon Mobil Corp, sells Boeing Co, Bristol-Myers Squibb Company, Zions Bancorp NA, US Bancorp, Netflix Inc, Palo Alto Networks Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sitrin Capital Management LLC. As of 2019Q1, Sitrin Capital Management LLC owns 36 stocks with a total value of $186 million. These are the details of the buys and sells.

For the details of Sitrin Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sitrin+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Sitrin Capital Management LLC
  1. PayPal Holdings Inc (PYPL) - 79,694 shares, 4.44% of the total portfolio. Shares added by 0.88%
  2. Microsoft Corp (MSFT) - 67,649 shares, 4.28% of the total portfolio. Shares added by 0.85%
  3. Visa Inc (V) - 50,913 shares, 4.27% of the total portfolio. Shares added by 0.90%
  4. Apple Inc (AAPL) - 40,028 shares, 4.08% of the total portfolio. Shares added by 1.70%
  5. SPDR S&P 500 (SPY) - 26,182 shares, 3.97% of the total portfolio. Shares reduced by 9.56%
New Purchase: Akamai Technologies Inc (AKAM)

Sitrin Capital Management LLC initiated holding in Akamai Technologies Inc. The purchase prices were between $57.7 and $73.44, with an estimated average price of $67.71. The stock is now traded at around $75.43. The impact to a portfolio due to this purchase was 2.91%. The holding were 75,553 shares as of .

New Purchase: Agilent Technologies Inc (A)

Sitrin Capital Management LLC initiated holding in Agilent Technologies Inc. The purchase prices were between $63.27 and $82, with an estimated average price of $75.75. The stock is now traded at around $81.08. The impact to a portfolio due to this purchase was 2.76%. The holding were 63,937 shares as of .

New Purchase: Costco Wholesale Corp (COST)

Sitrin Capital Management LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $200.42 and $242.14, with an estimated average price of $218.37. The stock is now traded at around $241.24. The impact to a portfolio due to this purchase was 2.73%. The holding were 21,014 shares as of .

New Purchase: Broadcom Inc (AVGO)

Sitrin Capital Management LLC initiated holding in Broadcom Inc. The purchase prices were between $230.96 and $300.71, with an estimated average price of $270.85. The stock is now traded at around $309.41. The impact to a portfolio due to this purchase was 2.69%. The holding were 16,678 shares as of .

New Purchase: Martin Marietta Materials Inc (MLM)

Sitrin Capital Management LLC initiated holding in Martin Marietta Materials Inc. The purchase prices were between $170.51 and $201.18, with an estimated average price of $186.37. The stock is now traded at around $207.21. The impact to a portfolio due to this purchase was 2.6%. The holding were 24,065 shares as of .

Added: Exxon Mobil Corp (XOM)

Sitrin Capital Management LLC added to a holding in Exxon Mobil Corp by 25.00%. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $81.95. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,000 shares as of .

Sold Out: Boeing Co (BA)

Sitrin Capital Management LLC sold out a holding in Boeing Co. The sale prices were between $310.9 and $440.62, with an estimated average price of $384.16.

Sold Out: Bristol-Myers Squibb Company (BMY)

Sitrin Capital Management LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $45.12 and $53.8, with an estimated average price of $49.88.

Sold Out: Zions Bancorp NA (ZION)

Sitrin Capital Management LLC sold out a holding in Zions Bancorp NA. The sale prices were between $40.74 and $51.28, with an estimated average price of $47.63.

Sold Out: US Bancorp (USB)

Sitrin Capital Management LLC sold out a holding in US Bancorp. The sale prices were between $45.7 and $52.45, with an estimated average price of $50.1.



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