CCM

CrestPoint Capital Management Portfolio holdings

AUM $180M
1-Year Est. Return 21.37%
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$394K
2 +$351K
3 +$303K
4
DISH
DISH Network Corp.
DISH
+$264K
5
IT icon
Gartner
IT
+$257K

Top Sells

1 +$303K
2 +$301K
3 +$298K
4
CELG
Celgene Corp
CELG
+$254K
5
SLG icon
SL Green Realty
SLG
+$253K

Sector Composition

1 Technology 13.8%
2 Financials 13.76%
3 Industrials 12.63%
4 Healthcare 11.45%
5 Consumer Discretionary 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,200