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
101
$361K 0.29%
10,634
-518
102
$348K 0.28%
1,426
103
$334K 0.27%
+6,637
104
$325K 0.27%
4,118
+39
105
$314K 0.26%
4,457
+33
106
$313K 0.26%
3,193
+103
107
$313K 0.26%
1,125
108
$309K 0.25%
1,307
+10
109
$302K 0.25%
1,901
+25
110
$298K 0.24%
5,417
+177
111
$296K 0.24%
848
+41
112
$290K 0.24%
8,795
113
$288K 0.24%
4,461
+100
114
$288K 0.24%
614
+3
115
$288K 0.24%
454
-10
116
$282K 0.23%
235
117
$278K 0.23%
531
118
$278K 0.23%
2,278
119
$276K 0.23%
903
+3
120
$267K 0.22%
270
+12
121
$265K 0.22%
1,367
-77
122
$265K 0.22%
+5,234
123
$252K 0.21%
2,398
+21
124
$251K 0.21%
578
+11
125
$248K 0.2%
2,698
3 4
5
6 7