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
$192M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.17M
3
+$3.71M
4
CPAY icon
Corpay
CPAY
+$2.77M
5
IBKR icon
Interactive Brokers
IBKR
+$2.62M

Top Sells

1
+$5.66M
2
+$4.43M
3
+$3.44M
4
AMZN icon
Amazon
AMZN
+$3.05M
5
RACE icon
Ferrari
RACE
+$2.43M

Sector Composition

1 Consumer Discretionary 33.48%
2 Technology 26.93%
3 Financials 21.27%
4 Industrials 9.46%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-118,800
27
– –
-34,000
1
2