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
1
$6.99M 5.7%
40,997
+22
2
$6.09M 4.97%
27,423
-1,370
3
$4.14M 3.38%
11,031
+249
4
$3.68M 3.01%
7,857
+1,595
5
$2.89M 2.36%
14,005
+155
6
$2.73M 2.23%
54,648
+31,861
7
$2.6M 2.12%
4,885
+193
8
$2.26M 1.84%
+44,766
9
$2.01M 1.64%
18,515
+274
10
$1.8M 1.47%
12,332
+277
11
$1.6M 1.3%
+2
12
$1.58M 1.29%
27,001
-40,880
13
$1.56M 1.28%
6,371
+54
14
$1.5M 1.23%
16,392
+1,628
15
$1.5M 1.22%
393
+8
16
$1.43M 1.17%
4,073
+31
17
$1.37M 1.12%
8,159
+5,217
18
$1.31M 1.07%
2,327
+188
19
$1.29M 1.05%
10,087
+48
20
$1.28M 1.04%
23,689
+406
21
$1.27M 1.03%
21,628
+67
22
$1.25M 1.02%
4,015
+63
23
$1.25M 1.02%
2,037
+10
24
$1.25M 1.02%
32,240
+1,698
25
$1.22M 1%
7,900
+170
1
2 3 4 5