CAG

Crestwood Advisors Group Portfolio holdings

AUM $5.87B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.33B
AUM Growth
+$98.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Sells

1 +$17.5M
2 +$15.1M
3 +$15.1M
4
TJX icon
TJX Companies
TJX
+$9.63M
5
HD icon
Home Depot
HD
+$7.74M

Sector Composition

1 Technology 28.27%
2 Financials 13.56%
3 Consumer Discretionary 10.26%
4 Healthcare 8.07%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-2,201
477
-3,010
478
-3,480