CCM

Crew Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$121K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.17M
3
+$1.16M
4
ADSK icon
Autodesk
ADSK
+$989K
5
PANW icon
Palo Alto Networks
PANW
+$857K

Top Sells

1
+$6.86M
2
+$5.89M
3
+$4.67M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.36M
5
AAPL icon
Apple
AAPL
+$951K

Sector Composition

1 Technology 19.78%
2 Consumer Discretionary 11.17%
3 Consumer Staples 9.32%
4 Healthcare 7.44%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.9%
22,458
+7,847
27
$1.12M 0.89%
3,972
+644
28
$1.11M 0.89%
5,409
+717
29
$1.11M 0.89%
4,042
-9
30
$1.1M 0.88%
1,775
+155
31
$1.1M 0.88%
5,635
+763
32
$1.1M 0.88%
21,760
+2,607
33
$1.1M 0.88%
112
+16
34
$1.05M 0.84%
3,873
+37
35
$1.05M 0.84%
2,071
+341
36
$1.03M 0.82%
28,874
+3,912
37
$1.03M 0.82%
326
+39
38
$1.01M 0.8%
5,247
+760
39
$1M 0.8%
81,130
+8,192
40
$992K 0.79%
42,374
-7,043
41
$990K 0.79%
17,275
42
$989K 0.79%
+3,591
43
$982K 0.79%
18,824
+2,872
44
$946K 0.76%
10,699
+2,454
45
$943K 0.75%
3,603
+193
46
$938K 0.75%
36,722
-2,648
47
$931K 0.74%
38,216
-8,222
48
$929K 0.74%
38,235
-8,195
49
$927K 0.74%
38,641
-7,726
50
$914K 0.73%
43,989
+4,495
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