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CAG

Crestwood Advisors Group Portfolio holdings

AUM $5.94B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$5.05M
3
+$4.95M
4
MDT icon
Medtronic
MDT
+$4.17M
5
SNY icon
Sanofi
SNY
+$1.62M

Top Sells

1
+$12.6M
2
+$11.5M
3
+$1.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$991K
5
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$881K

Sector Composition

1 Financials 17.35%
2 Healthcare 14.91%
3 Consumer Staples 10.61%
4 Technology 10.27%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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