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
$791M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$15.5M
3 +$13.5M
4
HDB icon
HDFC Bank
HDB
+$11.4M
5
BFH icon
Bread Financial
BFH
+$11.3M

Top Sells

1 +$24.4M
2 +$22.8M
3 +$21M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$19.5M
5
FAST icon
Fastenal
FAST
+$18.4M

Sector Composition

1 Consumer Discretionary 34.08%
2 Industrials 24.67%
3 Technology 10.9%
4 Real Estate 9.3%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-773,300
52
-595,650
53
-377,391
54
-376,200
55
-43,995
56
-1,045,000
57
-150,000