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

Top Buys

1 +$10.2M
2 +$4.73M
3 +$3.77M
4
CPAY icon
Corpay
CPAY
+$2.89M
5
SHOP icon
Shopify
SHOP
+$2.49M

Top Sells

1 +$5.66M
2 +$4.64M
3 +$3.49M
4
AMZN icon
Amazon
AMZN
+$3.24M
5
RACE icon
Ferrari
RACE
+$2.53M

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