CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $183M
1-Year Est. Return 31.97%
This Quarter Est. Return
1 Year Est. Return
+31.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.78M
3 +$1.41M
4
GEV icon
GE Vernova
GEV
+$1.12M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.11M

Top Sells

1 +$1.95M
2 +$1.32M
3 +$1.17M
4
VRT icon
Vertiv
VRT
+$637K
5
BSX icon
Boston Scientific
BSX
+$561K

Sector Composition

1 Communication Services 28.73%
2 Consumer Discretionary 16.48%
3 Financials 13.82%
4 Industrials 13.42%
5 Healthcare 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
26
Tesla
TSLA
$1.46T
$1.63M 0.89%
3,675
+550
CAVA icon
27
CAVA Group
CAVA
$6.21B
$1.41M 0.77%
+23,275
GEV icon
28
GE Vernova
GEV
$166B
$1.12M 0.61%
+1,825
IBIT icon
29
iShares Bitcoin Trust
IBIT
$69.8B
$1.11M 0.61%
+17,150
SNOW icon
30
Snowflake
SNOW
$76.8B
$947K 0.52%
4,200
NVDA icon
31
NVIDIA
NVDA
$4.46T
$802K 0.44%
+4,300
KO icon
32
Coca-Cola
KO
$301B
-16,525
ROST icon
33
Ross Stores
ROST
$57.9B
-15,300