CAG

Crestwood Advisors Group Portfolio holdings

AUM $5.58B
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$7.12M
2 +$6.83M
3 +$2.32M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$712K
5
ED icon
Consolidated Edison
ED
+$548K

Sector Composition

1 Financials 19.21%
2 Technology 9.91%
3 Consumer Staples 7.87%
4 Healthcare 7.68%
5 Energy 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,142
127
-8,771
128
$0 ﹤0.01%
+35,400
129
-10,781
130
-2,267