CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $173M
1-Year Est. Return 31.16%
This Quarter Est. Return
1 Year Est. Return
+31.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$8.22M
3 +$7.59M
4
HD icon
Home Depot
HD
+$7.24M
5
MAR icon
Marriott International
MAR
+$6.87M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 37.19%
2 Industrials 16.85%
3 Consumer Staples 14.93%
4 Materials 10.28%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.38M 1.65%
+265,980
27
$1.87M 1.29%
+106,616
28
$1.26M 0.87%
+30,800
29
$684K 0.47%
+9,500
30
$646K 0.45%
+20,950