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
$107M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$941K
2 +$542K
3 +$481K
4
SMG icon
ScottsMiracle-Gro
SMG
+$301K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$282K

Sector Composition

1 Technology 11.07%
2 Consumer Staples 7.52%
3 Healthcare 6.25%
4 Communication Services 6.17%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.19%
+990
102
$205K 0.19%
+2,000
103
$201K 0.19%
+3,897
104
-5,480
105
-1,230
106
-32,900