CAG

Crestwood Advisors Group Portfolio holdings

AUM $6B
1-Year Est. Return 17.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$19.6M
3
+$15.7M
4
HD icon
Home Depot
HD
+$9.88M
5
AAPL icon
Apple
AAPL
+$9.63M

Top Sells

1
+$41.7M
2
+$37.4M
3
+$17.5M
4
SHW icon
Sherwin-Williams
SHW
+$11.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.4M

Sector Composition

1 Technology 24.44%
2 Financials 16.51%
3 Healthcare 11.56%
4 Consumer Discretionary 8.21%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
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