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
126
$247K 0.2%
1,681
+7
127
$244K 0.2%
3,181
128
$242K 0.2%
4,037
129
$242K 0.2%
2,607
130
$238K 0.19%
+770
131
$237K 0.19%
1,121
+10
132
$236K 0.19%
2,476
-604
133
$236K 0.19%
+4,642
134
$233K 0.19%
4,995
135
$232K 0.19%
3,271
+40
136
$230K 0.19%
+5,239
137
$230K 0.19%
243
+17
138
$228K 0.19%
+1,873
139
$224K 0.18%
6,250
140
$219K 0.18%
2,978
-314
141
$217K 0.18%
2,385
-360
142
$213K 0.17%
751
+32
143
$212K 0.17%
628
+5
144
$210K 0.17%
1,365
+20
145
$206K 0.17%
+4,538
146
$203K 0.17%
+2,166
147
$202K 0.16%
7,071
-155
148
$105K 0.09%
14,985
-522
149
$101K 0.08%
10,671
-386
150
– –
-28,178
3 4 5
6
7