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

Top Buys

1 +$5.56M
2 +$5.53M
3 +$5.46M
4
IPHI
INPHI CORPORATION
IPHI
+$5.03M
5
BXP icon
Boston Properties
BXP
+$3.08M

Top Sells

1 +$8.27M
2 +$6.28M
3 +$5.64M
4
CVNA icon
Carvana
CVNA
+$5.19M
5
LK
Luckin Coffee Inc. American Depositary Shares
LK
+$5.17M

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
-66,335
27
-186,670
28
-6,480
29
-43,200
30
-190,091
31
-270,500