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
151
– –
-1,644
152
– –
-520
153
– –
-9,850
154
– –
-4,087
155
– –
-1,215
156
– –
-3,310
3 4 5 6
7