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

Top Buys

1
+$5.99M
2
+$3.16M
3
+$3.08M
4
AAPL icon
Apple
AAPL
+$2.12M
5
PTON icon
Peloton Interactive
PTON
+$1.91M

Top Sells

1
+$4.03M
2
+$3.51M
3
+$2.97M
4
NOW icon
ServiceNow
NOW
+$1.69M
5
ADBE icon
Adobe
ADBE
+$1M

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
1
2