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
$817M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$30.5M
2 +$23.3M
3 +$20.3M
4
SIG icon
Signet Jewelers
SIG
+$16.5M
5
MCO icon
Moody's
MCO
+$14.5M

Top Sells

1 +$32.9M
2 +$30M
3 +$29.1M
4
AMT icon
American Tower
AMT
+$25.7M
5
BFH icon
Bread Financial
BFH
+$19.6M

Sector Composition

1 Consumer Discretionary 36.93%
2 Industrials 17.93%
3 Technology 12.9%
4 Financials 8.91%
5 Real Estate 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-312,000
52
-395,200
53
-104,000
54
-363,200
55
-436,800