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
51
$850K 0.69%
5,125
+19
52
$849K 0.69%
14,994
+569
53
$848K 0.69%
18,168
54
$845K 0.69%
20,252
+100
55
$809K 0.66%
11,134
+64
56
$807K 0.66%
12,278
+5
57
$807K 0.66%
15,807
+427
58
$801K 0.65%
9,804
+263
59
$796K 0.65%
6,693
+79
60
$793K 0.65%
7,081
-259
61
$792K 0.65%
172
+11
62
$774K 0.63%
5,933
+123
63
$741K 0.6%
3,536
+49
64
$732K 0.6%
6,007
+112
65
$699K 0.57%
3,490
-115
66
$683K 0.56%
10,290
+4,364
67
$681K 0.56%
35,793
-146
68
$665K 0.54%
13,198
+707
69
$654K 0.53%
3,456
+181
70
$629K 0.51%
9,247
+268
71
$627K 0.51%
4,015
72
$615K 0.5%
1,011
+3
73
$595K 0.49%
+11,854
74
$551K 0.45%
11,399
+405
75
$540K 0.44%
10,904
+438
1 2
3
4 5