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CWM
Crowley Wealth Management Portfolio holdings
AUM
$126M
1-Year Est. Return
23.04%
This Fund
S&P 500
This Quarter
Est. Return
+3.81%
1 Year Est. Return
+23.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100.2%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
428
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$11.7M |
| 2 |
Lowe's Companies
LOW
|
+$6.12M |
| 3 |
Tesla
TSLA
|
+$5.17M |
| 4 |
AbbVie
ABBV
|
+$4.75M |
| 5 |
ProShares Ultra QQQ
QLD
|
+$4.66M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 17.46% |
| 2 | Technology | 17.41% |
| 3 | Healthcare | 15.32% |
| 4 | Industrials | 10.94% |
| 5 | Financials | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Mettler-Toledo International
MTD
$28.6B
| $3.67K | ﹤0.01% |
+3
| New | +$3.91K |
|
327
Deckers Outdoor
DECK
$13.2B
| $3.66K | ﹤0.01% |
+18
| New | +$3.25K |
|
328
Warner Bros
WBD
$65.9B
| $3.57K | ﹤0.01% |
+338
| New | +$3.14K |
|
329
Mondelez International
MDLZ
$79.5B
| $3.46K | ﹤0.01% |
+58
| New | +$3.84K |
|
330
Fastenal
FAST
$54.7B
| $3.31K | ﹤0.01% |
+92
| New | +$3.59K |
|
331
Verisk Analytics
VRSK
$25.4B
| $3.31K | ﹤0.01% |
+12
| New | +$3.34K |
|
332
SEI Investments
SEIC
$12.4B
| $3.3K | ﹤0.01% |
+40
| New | +$3.14K |
|
333
Air Products & Chemicals
APD
$65.7B
| $3.19K | ﹤0.01% |
+11
| New | +$3.45K |
|
|
MRSH
334
Marsh
MRSH
$90.5B
| $3.19K | ﹤0.01% |
+15
| New | +$3.33K |
|
335
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
| $3.17K | ﹤0.01% |
+34
| New | +$3.24K |
|
336
Sempra
SRE
$57.9B
| $3.16K | ﹤0.01% |
+36
| New | +$3.15K |
|
337
Intuit
INTU
$86.5B
| $3.14K | ﹤0.01% |
+5
| New | +$3.19K |
|
338
Lam Research
LRCX
$367B
| $2.89K | ﹤0.01% |
+40
| New | +$3.03K |
|
339
Crane Co
CR
$12.3B
| $2.88K | ﹤0.01% |
+19
| New | +$3.13K |
|
340
Graco
GGG
$12.9B
| $2.87K | ﹤0.01% |
+34
| New | +$2.95K |
|
341
Monster Beverage
MNST
$94.3B
| $2.84K | ﹤0.01% |
+54
| New | +$2.86K |
|
342
Old Dominion Freight Line
ODFL
$44.1B
| $2.82K | ﹤0.01% |
+16
| New | +$3.26K |
|
343
Teradyne
TER
$57.6B
| $2.77K | ﹤0.01% |
+22
| New | +$2.6K |
|
344
Healthpeak Properties
DOC
$15.1B
| $2.76K | ﹤0.01% |
+136
| New | +$2.95K |
|
345
Mattel
MAT
$4.38B
| $2.66K | ﹤0.01% |
+150
| New | +$2.83K |
|
346
Syndax Pharmaceuticals
SNDX
$1.69B
| $2.64K | ﹤0.01% |
+200
| New | +$3.42K |
|
347
Jack Henry & Associates
JKHY
$10.9B
| $2.63K | ﹤0.01% |
+15
| New | +$2.68K |
|
348
Waters Corp
WAT
$37B
| $2.6K | ﹤0.01% |
+7
| New | +$2.56K |
|
349
UiPath
PATH
$6.61B
| $2.54K | ﹤0.01% |
+200
| New | +$2.64K |
|
350
UnitedHealth
UNH
$376B
| $2.53K | ﹤0.01% |
+5
| New | +$2.84K |
|
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Crowley Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Crowley Wealth Management, which disclosed 428 positions worth $113M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Apple: 49,798 shares worth $12.5M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, followed by Technology and Healthcare.
- Crowley Wealth Management's largest Q4 2024 buy was Apple: 49,798 shares worth $12.5M.
- Crowley Wealth Management's ten largest holdings make up 49% of its $113M portfolio in Q4 2024.
- Crowley Wealth Management disclosed 428 positions in Q4 2024, its first 13F filing on record.
Based on Crowley Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.