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
$223M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$8.14M
2 +$7.58M
3 +$6.57M
4
HQY icon
HealthEquity
HQY
+$4.98M
5
COOK icon
Traeger
COOK
+$3.04M

Top Sells

1 +$10.4M
2 +$7.97M
3 +$4.2M
4
FIVE icon
Five Below
FIVE
+$3.58M
5
WEX icon
WEX
WEX
+$3.55M

Sector Composition

1 Technology 37.19%
2 Consumer Discretionary 27.34%
3 Industrials 13.14%
4 Financials 9.8%
5 Healthcare 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-100,000