CCM

Cribstone Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
-13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$2.13M
3 +$1.49M
4
XOM icon
Exxon Mobil
XOM
+$1.2M
5
IBM icon
IBM
IBM
+$1.07M

Top Sells

1 +$2.18M
2 +$1.41M
3 +$1.12M
4
AAPL icon
Apple
AAPL
+$998K
5
WY icon
Weyerhaeuser
WY
+$833K

Sector Composition

1 Healthcare 10.89%
2 Industrials 7.62%
3 Technology 6.64%
4 Financials 4.57%
5 Consumer Staples 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$25K 0.01%
750
352
$25K 0.01%
460
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+60
357
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358
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250
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$24K 0.01%
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360
$24K 0.01%
+240
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955
-95
362
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363
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364
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369
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373
$22K 0.01%
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$22K 0.01%
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$22K 0.01%
560