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
$221M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$3.11M
3 +$3.08M
4
PTON icon
Peloton Interactive
PTON
+$2.57M
5
AAPL icon
Apple
AAPL
+$2.25M

Top Sells

1 +$4.41M
2 +$4.14M
3 +$3.17M
4
NOW icon
ServiceNow
NOW
+$1.83M
5
ADBE icon
Adobe
ADBE
+$1.06M

Sector Composition

1 Technology 49.82%
2 Consumer Discretionary 27.78%
3 Financials 7.17%
4 Healthcare 2.93%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.28M 0.58%
+2,160
27
$1.2M 0.54%
540,000
28
$314K 0.14%
+10,000