CCM
Crew Capital Management Portfolio holdings
AUM
$140M
1-Year Return
18.67%
This Quarter Return
+4.95%
1 Year Return
+18.67%
3 Year Return
+81.18%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.18%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.58M |
| 2 |
Procter & Gamble
PG
|
$6.39M |
| 3 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4.2M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.04M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.93M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.13% |
| 2 | Consumer Staples | 7.95% |
| 3 | Healthcare | 6.17% |
| 4 | Communication Services | 6.02% |
| 5 | Financials | 5.67% |
