CS

Crescent Sterling Portfolio holdings

AUM $95.1M
1-Year Est. Return 8.58%
This Quarter Est. Return
1 Year Est. Return
+8.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.5M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$308K
2 +$144K
3 +$98.8K
4
MRK icon
Merck
MRK
+$67.9K
5
SWK icon
Stanley Black & Decker
SWK
+$52.3K

Top Sells

1 +$928K
2 +$642K
3 +$515K
4
AAPL icon
Apple
AAPL
+$500K
5
PG icon
Procter & Gamble
PG
+$455K

Sector Composition

1 Healthcare 17.77%
2 Technology 17.33%
3 Energy 12.71%
4 Consumer Staples 12.11%
5 Materials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,447
77
-2,283
78
-2,338
79
-2,686