CCM

Crestwood Capital Management Portfolio holdings

AUM $144M
1-Year Est. Return 74.17%
This Quarter Est. Return
1 Year Est. Return
+74.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.28M
3
+$2.79M
4
ANSS
Ansys
ANSS
+$1.66M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$961K

Top Sells

1
+$6.33M
2
+$5.39M
3
+$5.11M
4
HOME
At Home Group Inc.
HOME
+$4.63M
5
ADBE icon
Adobe
ADBE
+$4.32M

Sector Composition

1 Technology 35.27%
2 Consumer Discretionary 28.6%
3 Financials 19.66%
4 Industrials 12.21%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-176,040
27
– –
-10,800
28
– –
-248,400
1
2