CCM

Crew Capital Management Portfolio holdings

AUM $149M
1-Year Est. Return 19.07%
This Quarter Est. Return
1 Year Est. Return
+19.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.6M
3
+$1.59M
4
PLTR icon
Palantir
PLTR
+$874K
5
AVGO icon
Broadcom
AVGO
+$873K

Top Sells

1
+$2.39M
2
+$1.93M
3
+$1.1M
4
CEG icon
Constellation Energy
CEG
+$740K
5
TSLA icon
Tesla
TSLA
+$332K

Sector Composition

1 Technology 18.72%
2 Consumer Discretionary 10.95%
3 Consumer Staples 10.65%
4 Financials 8.32%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.98%
5,822
+321
27
$1.17M 0.95%
104,190
-1,521
28
$1.14M 0.93%
10,873
-17
29
$1.14M 0.93%
2,964
+72
30
$1.12M 0.91%
16,475
31
$1.08M 0.88%
2,576
+7
32
$1.08M 0.88%
6,301
+75
33
$1.06M 0.87%
900
+4
34
$1.03M 0.84%
6,270
+206
35
$1.02M 0.83%
5,160
+82
36
$1.01M 0.82%
3,887
-1,281
37
$992K 0.81%
9,012
+226
38
$990K 0.81%
4,246
+132
39
$988K 0.81%
2,695
+58
40
$977K 0.8%
10,230
+315
41
$941K 0.77%
18,502
+2,239
42
$931K 0.76%
1,127
+75
43
$929K 0.76%
6,021
+128
44
$923K 0.75%
6,250
+7
45
$920K 0.75%
499
+17
46
$920K 0.75%
127
+7
47
$878K 0.72%
31,406
-766
48
$874K 0.71%
+10,361
49
$873K 0.71%
13,752
+192
50
$857K 0.7%
2,880
+57
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2
3 4 5