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
76
$540K 0.44%
10,906
+294
77
$536K 0.44%
5,969
+28
78
$534K 0.44%
10,738
+429
79
$525K 0.43%
4,003
+108
80
$519K 0.42%
1,661
+19
81
$498K 0.41%
2,915
-107
82
$490K 0.4%
2,020
+48
83
$470K 0.38%
6,563
+279
84
$445K 0.36%
+18,500
85
$444K 0.36%
770
-192
86
$438K 0.36%
783
87
$423K 0.35%
4,618
+237
88
$412K 0.34%
2,168
+152
89
$410K 0.33%
1,422
+273
90
$403K 0.33%
3,947
-192
91
$402K 0.33%
733
+13
92
$401K 0.33%
3,599
93
$394K 0.32%
2,310
+57
94
$393K 0.32%
1,460
+15
95
$390K 0.32%
418
+7
96
$385K 0.31%
3,897
-276
97
$371K 0.3%
1,416
-34
98
$368K 0.3%
2,773
+35
99
$365K 0.3%
4,163
+116
100
$362K 0.3%
9,598
-376
2 3
4
5 6