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
$770M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$15.6M
3
+$9.47M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.62M
5
XOM icon
Exxon Mobil
XOM
+$3.36M

Top Sells

1
+$14.5M
2
+$3.82M
3
+$1.59M
4
SBUX icon
Starbucks
SBUX
+$833K
5
MYGN icon
Myriad Genetics
MYGN
+$780K

Sector Composition

1 Financials 15.16%
2 Healthcare 12.6%
3 Technology 10.3%
4 Consumer Staples 10.09%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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