CCM

Crestwood Capital Management Portfolio holdings

AUM $158M
1-Year Est. Return 37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$4.71M
3
+$3.67M
4
KEX icon
Kirby Corp
KEX
+$2.81M
5
IBN icon
ICICI Bank
IBN
+$2.63M

Top Sells

1
+$5.07M
2
+$4.19M
3
+$4.19M
4
IBKR icon
Interactive Brokers
IBKR
+$2.72M
5
SBAC icon
SBA Communications
SBAC
+$2.68M

Sector Composition

1 Consumer Discretionary 34.66%
2 Technology 26.52%
3 Financials 22.15%
4 Industrials 7.9%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-56,600
27
– –
-140,400
28
– –
-15,664
29
– –
-10,800
1
2