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
$185M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$5.51M
3 +$4.45M
4
KEX icon
Kirby Corp
KEX
+$2.71M
5
IBN icon
ICICI Bank
IBN
+$2.46M

Top Sells

1 +$5.07M
2 +$4.19M
3 +$4.07M
4
SBAC icon
SBA Communications
SBAC
+$2.68M
5
IBKR icon
Interactive Brokers
IBKR
+$2.42M

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