CAG
Crestwood Advisors Group Portfolio holdings
AUM $5.26B
This Quarter Return
-2.88%
1 Year Return
+8.84%
3 Year Return
+33.72%
5 Year Return
+140.05%
10 Year Return
+236.68%
AUM
$5.26B
AUM Growth
-$72M (-1%)
Cap. Flow
+$137M
Cap. Flow % of AUM
2.6%
Top 10 Holdings %Top 10 Hldgs %
29.46%
Holding
512
New
56
Increased
242
Reduced
169
Closed
17
Top Buys
1 | $63.6M | |
2 | $31.4M | |
3 | $27.2M | |
4 | $17.4M | |
5 | $16.9M |
Top Sells
1 | $31.2M | |
2 | $23.7M | |
3 | $15.6M | |
4 | $10M | |
5 | $7.92M |
Sector Composition
1 | Technology | 26.47% |
2 | Financials | 14.35% |
3 | Consumer Discretionary | 9.45% |
4 | Healthcare | 8.72% |
5 | Communication Services | 6.03% |