CCM
Crestwood Capital Management Portfolio holdings
AUM
$147M
This Quarter Return
-7.47%
1 Year Return
+55.48%
3 Year Return
+197.96%
5 Year Return
+228.25%
10 Year Return
+1,124.34%
AUM
$223M
AUM Growth
+$223M
(-7.1%)
Cap. Flow
-$2.26M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
65.04%
Holding
26
New
6
Increased
6
Reduced
12
Closed
2
Top Buys
| 1 |
Toast
TOST
|
$8.14M |
| 2 |
Xometry
XMTR
|
$7.58M |
| 3 |
SmartRent
SMRT
|
$6.57M |
| 4 |
HealthEquity
HQY
|
$4.98M |
| 5 |
Traeger
COOK
|
$3.04M |
Top Sells
| 1 |
Synopsys
SNPS
|
$10.4M |
| 2 |
Sea Limited
SE
|
$7.97M |
| 3 |
Sonos
SONO
|
$4.2M |
| 4 |
Five Below
FIVE
|
$3.58M |
| 5 |
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% |