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
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.97M
3
+$4.5M
4
SONO icon
Sonos
SONO
+$4.02M
5
BXP icon
Boston Properties
BXP
+$3.09M

Top Sells

1
+$8.27M
2
+$6.28M
3
+$5.17M
4
SHOP icon
Shopify
SHOP
+$4.12M
5
CVNA icon
Carvana
CVNA
+$4.05M

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 25.86%
3 Financials 7.76%
4 Real Estate 3.19%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-46,899
27
– –
-66,335
28
– –
-6,480
29
– –
-43,200
30
– –
-190,091
31
– –
-270,500
1
2