CCM

Crestwood Capital Management Portfolio holdings

AUM $147M
1-Year Est. Return 55.48%
This Quarter Est. Return
1 Year Est. Return
+55.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
-$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$8.58M
3 +$7.66M
4
IBKR icon
Interactive Brokers
IBKR
+$7.17M
5
CMCSA icon
Comcast
CMCSA
+$6.6M

Top Sells

1 +$23.6M
2 +$17M
3 +$14M
4
LDOS icon
Leidos
LDOS
+$12.9M
5
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$12.2M

Sector Composition

1 Financials 32.55%
2 Communication Services 18.99%
3 Consumer Discretionary 16.43%
4 Technology 14.12%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-270,401
27
-269,664
28
-291,712
29
-9,052
30
-424,000
31
-169,500
32
-273,321