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
$741M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$19.6M
3 +$9.38M
4
TNET icon
TriNet
TNET
+$8.84M
5
CCI icon
Crown Castle
CCI
+$8.51M

Top Sells

1 +$28.2M
2 +$25.2M
3 +$15.7M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$13M
5
HUBG icon
HUB Group
HUBG
+$12.3M

Sector Composition

1 Consumer Discretionary 33.04%
2 Industrials 17.54%
3 Technology 14.17%
4 Financials 13.47%
5 Real Estate 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-94,000
52
-44,900
53
-404,200
54
-314,900
55
-173,900